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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 | $34,213 | $181,062-81.1% | $158,223-78.4% | $155,188-78.0% |
| Participation rate | 46.2% | 82.7%-36.5pp | 79.2%-33.0pp | 80.8%-34.6pp |
| Annual return | 22.02% | 57.39%-35.4pp | 52.09%-30.1pp | 148.84%-126.8pp |
| Employer contribution / active EE | $441 | $4,565-90.3% | $4,109-89.3% | $4,248-89.6% |
| Participant deferral / active EE | $2,409 | $6,134-60.7% | $5,467-55.9% | $6,531-63.1% |
| Admin fee / account holder | $341 | $18,825-98.2% | $16,047-97.9% | $14,480-97.6% |