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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 | $44,354 | $124,425-64.4% | $112,040-60.4% | $137,256-67.7% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.5%-7.3pp | 80.0%-10.7pp |
| Annual return | 11.03% | 24.72%-13.7pp | 24.52%-13.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $460 | $3,411-86.5% | $2,954-84.4% | $4,156-88.9% |
| Participant deferral / active EE | $2,137 | $5,718-62.6% | $5,098-58.1% | $6,407-66.6% |
| Admin fee / account holder | $3,227 | $15,207-78.8% | $12,098-73.3% | $12,270-73.7% |