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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 | $51,384 | $172,111-70.1% | $150,298-65.8% | $137,256-62.6% |
| Participation rate | 29.2% | 81.7%-52.5pp | 77.8%-48.6pp | 80.0%-50.8pp |
| Annual return | 27.76% | 69.37%-41.6pp | 62.79%-35.0pp | 220.34%-192.6pp |
| Employer contribution / active EE | $455 | $4,636-90.2% | $4,154-89.1% | $4,156-89.1% |
| Participant deferral / active EE | $3,881 | $6,166-37.1% | $5,453-28.8% | $6,407-39.4% |
| Admin fee / account holder | $30,277 | $16,471+83.8% | $14,116+114.5% | $12,270+146.8% |