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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 | $59,360 | $111,814-46.9% | $103,378-42.6% | $145,978-59.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 16.27% | 24.80%-8.5pp | 24.91%-8.6pp | 550.52%-534.2pp |
| Employer contribution / active EE | $260 | $4,215-93.8% | $3,870-93.3% | $4,662-94.4% |
| Participant deferral / active EE | $2,160 | $5,618-61.5% | $5,058-57.3% | $6,690-67.7% |
| Admin fee / account holder | $3,846 | $9,764-60.6% | $8,401-54.2% | $13,400-71.3% |