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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 | $110,379-54.3% | $102,412-50.8% | $145,884-65.4% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 21.01% | 24.84%-3.8pp | 24.94%-3.9pp | 551.85%-530.8pp |
| Employer contribution / active EE | $722 | $4,216-82.9% | $3,870-81.4% | $4,662-84.5% |
| Participant deferral / active EE | $4,752 | $5,622-15.5% | $5,060-6.1% | $6,690-29.0% |
| Admin fee / account holder | $332 | $9,745-96.6% | $8,388-96.0% | $13,392-97.5% |