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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 | $74,533 | $112,729-33.9% | $98,716-24.5% | $137,256-45.7% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 14.03% | 38.48%-24.4pp | 31.81%-17.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $294 | $2,725-89.2% | $2,279-87.1% | $4,156-92.9% |
| Participant deferral / active EE | $1,337 | $4,640-71.2% | $4,048-67.0% | $6,407-79.1% |
| Admin fee / account holder | $3,238 | $10,129-68.0% | $8,703-62.8% | $12,270-73.6% |