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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 | $50,408 | $111,814-54.9% | $103,374-51.2% | $145,959-65.5% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 21.01% | 24.77%-3.8pp | 24.89%-3.9pp | 561.95%-540.9pp |
| Employer contribution / active EE | $722 | $4,214-82.9% | $3,869-81.4% | $4,661-84.5% |
| Participant deferral / active EE | $4,752 | $5,618-15.4% | $5,058-6.0% | $6,689-29.0% |
| Admin fee / account holder | $332 | $9,754-96.6% | $8,394-96.0% | $13,398-97.5% |