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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 | $40,320 | $140,592-71.3% | $123,105-67.2% | $125,389-67.8% |
| Participation rate | 60.0% | 88.2%-28.2pp | 86.8%-26.8pp | 83.2%-23.2pp |
| Annual return | 0.50% | 16.80%-16.3pp | 13.22%-12.7pp | 282.24%-281.7pp |
| Employer contribution / active EE | $385 | $6,041-93.6% | $5,151-92.5% | $4,866-92.1% |
| Participant deferral / active EE | $2,568 | $6,980-63.2% | $6,229-58.8% | $5,352-52.0% |
| Admin fee / account holder | $1,300 | $11,198-88.4% | $9,014-85.6% | $9,541-86.4% |