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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 | $42,775 | $176,786-75.8% | $146,643-70.8% | $167,536-74.5% |
| Participation rate | 68.4% | 83.6%-15.2pp | 80.1%-11.7pp | 82.1%-13.7pp |
| Annual return | 23.02% | 24.04%-1.0pp | 22.75%+0.3pp | 478.82%-455.8pp |
| Employer contribution / active EE | $855 | $5,161-83.4% | $4,137-79.3% | $4,839-82.3% |
| Participant deferral / active EE | $2,061 | $6,440-68.0% | $5,506-62.6% | $6,342-67.5% |
| Admin fee / account holder | $1,309 | $13,262-90.1% | $10,280-87.3% | $12,315-89.4% |