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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 | $27,178 | $129,737-79.1% | $119,126-77.2% | $154,746-82.4% |
| Participation rate | 38.1% | 78.9%-40.8pp | 75.8%-37.7pp | 80.7%-42.6pp |
| Annual return | 14.13% | 379.08%-365.0pp | 282.11%-268.0pp | 172.34%-158.2pp |
| Employer contribution / active EE | $958 | $4,375-78.1% | $4,034-76.2% | $4,379-78.1% |
| Participant deferral / active EE | $1,879 | $5,842-67.8% | $5,318-64.7% | $6,730-72.1% |
| Admin fee / account holder | $3,649 | $11,961-69.5% | $10,693-65.9% | $14,365-74.6% |