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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 | $20,985 | $111,814-81.2% | $103,374-79.7% | $145,959-85.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.03% | 24.77%-12.7pp | 24.89%-12.9pp | 561.95%-549.9pp |
| Employer contribution / active EE | $369 | $4,214-91.2% | $3,869-90.5% | $4,661-92.1% |
| Participant deferral / active EE | $2,853 | $5,618-49.2% | $5,058-43.6% | $6,689-57.3% |
| Admin fee / account holder | $8,280 | $9,754-15.1% | $8,394-1.4% | $13,398-38.2% |