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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 | $38,369 | $138,312-72.3% | $122,979-68.8% | $155,188-75.3% |
| Participation rate | 37.5% | 80.2%-42.7pp | 77.2%-39.7pp | 80.8%-43.3pp |
| Annual return | 11.63% | 22.06%-10.4pp | 20.12%-8.5pp | 148.84%-137.2pp |
| Employer contribution / active EE | $351 | $3,530-90.1% | $3,062-88.5% | $4,248-91.7% |
| Participant deferral / active EE | $3,157 | $5,592-43.6% | $5,003-36.9% | $6,531-51.7% |
| Admin fee / account holder | $5,391 | $15,089-64.3% | $12,864-58.1% | $14,480-62.8% |