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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 | $32,175 | $124,425-74.1% | $112,040-71.3% | $137,256-76.6% |
| Participation rate | 47.6% | 79.3%-31.7pp | 76.5%-28.9pp | 80.0%-32.3pp |
| Annual return | 11.34% | 24.72%-13.4pp | 24.52%-13.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $421 | $3,411-87.7% | $2,954-85.8% | $4,156-89.9% |
| Participant deferral / active EE | $2,437 | $5,718-57.4% | $5,098-52.2% | $6,407-62.0% |
| Admin fee / account holder | $976 | $15,207-93.6% | $12,098-91.9% | $12,270-92.0% |