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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 | $37,861 | $111,814-66.1% | $103,378-63.4% | $145,978-74.1% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.8pp |
| Annual return | 17.03% | 24.80%-7.8pp | 24.91%-7.9pp | 550.52%-533.5pp |
| Employer contribution / active EE | $840 | $4,215-80.1% | $3,870-78.3% | $4,662-82.0% |
| Participant deferral / active EE | $4,844 | $5,618-13.8% | $5,058-4.2% | $6,690-27.6% |
| Admin fee / account holder | $597 | $9,764-93.9% | $8,401-92.9% | $13,400-95.5% |