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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 | $23,584 | $73,978-68.1% | $96,515-75.6% | $75,173-68.6% |
| Participation rate | 38.7% | 66.4%-27.7pp | 74.3%-35.6pp | 67.2%-28.5pp |
| Annual return | 15.55% | 26.72%-11.2pp | 35.73%-20.2pp | 160.72%-145.2pp |
| Employer contribution / active EE | $684 | $2,931-76.7% | $3,740-81.7% | $2,671-74.4% |
| Participant deferral / active EE | $1,800 | $3,660-50.8% | $4,880-63.1% | $4,126-56.4% |
| Admin fee / account holder | $7,948 | $5,219+52.3% | $6,735+18.0% | $5,651+40.7% |