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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 | $29,017 | $111,535-74.0% | $105,223-72.4% | $137,256-78.9% |
| Participation rate | 31.6% | 78.1%-46.5pp | 75.0%-43.5pp | 80.0%-48.4pp |
| Annual return | 11.76% | 237.85%-226.1pp | 180.65%-168.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $726 | $3,939-81.6% | $3,689-80.3% | $4,156-82.5% |
| Participant deferral / active EE | $1,616 | $5,500-70.6% | $5,072-68.1% | $6,407-74.8% |
| Admin fee / account holder | $920 | $9,721-90.5% | $8,859-89.6% | $12,270-92.5% |