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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 | $42,575 | $89,259-52.3% | $107,187-60.3% | $82,637-48.5% |
| Participation rate | 23.1% | 67.9%-44.9pp | 75.0%-51.9pp | 68.1%-45.0pp |
| Annual return | 19.98% | 21.02%-1.0pp | 204.55%-184.6pp | 53.51%-33.5pp |
| Employer contribution / active EE | $777 | $3,080-74.8% | $3,782-79.5% | $2,552-69.6% |
| Participant deferral / active EE | $2,498 | $4,037-38.1% | $5,096-51.0% | $4,126-39.5% |
| Admin fee / account holder | $2,676 | $7,381-63.7% | $9,162-70.8% | $7,339-63.5% |