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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,128 | $112,729-59.1% | $98,716-53.3% | $137,256-66.4% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.3%-32.9pp | 80.0%-43.6pp |
| Annual return | 19.93% | 38.48%-18.6pp | 31.81%-11.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $210 | $2,725-92.3% | $2,279-90.8% | $4,156-95.0% |
| Participant deferral / active EE | $2,080 | $4,640-55.2% | $4,048-48.6% | $6,407-67.5% |
| Admin fee / account holder | $1,046 | $10,129-89.7% | $8,703-88.0% | $12,270-91.5% |