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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 | $46,029 | $150,412-69.4% | $120,574-61.8% | $145,884-68.4% |
| Participation rate | 28.6% | 78.8%-50.2pp | 71.9%-43.4pp | 80.3%-51.7pp |
| Annual return | 17.13% | 154.50%-137.4pp | 107.42%-90.3pp | 551.85%-534.7pp |
| Employer contribution / active EE | $807 | $4,355-81.5% | $3,471-76.8% | $4,662-82.7% |
| Participant deferral / active EE | $3,529 | $6,175-42.9% | $4,996-29.4% | $6,690-47.3% |
| Admin fee / account holder | $505 | $12,224-95.9% | $9,445-94.7% | $13,392-96.2% |