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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 | $40,104 | $162,136-75.3% | $152,301-73.7% | $154,746-74.1% |
| Participation rate | 53.3% | 84.1%-30.8pp | 82.4%-29.1pp | 80.7%-27.4pp |
| Annual return | 14.46% | 91.02%-76.6pp | 80.50%-66.0pp | 172.34%-157.9pp |
| Employer contribution / active EE | $456 | $4,890-90.7% | $4,624-90.1% | $4,379-89.6% |
| Participant deferral / active EE | $4,133 | $8,341-50.4% | $8,004-48.4% | $6,730-38.6% |
| Admin fee / account holder | $558 | $15,759-96.5% | $14,398-96.1% | $14,365-96.1% |