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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 | $39,101 | $154,228-74.6% | $145,433-73.1% | $137,256-71.5% |
| Participation rate | 26.7% | 83.8%-57.1pp | 82.1%-55.5pp | 80.0%-53.3pp |
| Annual return | 18.06% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $702 | $4,804-85.4% | $4,554-84.6% | $4,156-83.1% |
| Participant deferral / active EE | $3,642 | $8,216-55.7% | $7,897-53.9% | $6,407-43.1% |
| Admin fee / account holder | $366 | $14,344-97.5% | $13,129-97.2% | $12,270-97.0% |