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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 | $43,097 | $115,225-62.6% | $100,712-57.2% | $138,895-69.0% |
| Participation rate | 8.3% | 74.3%-66.0pp | 69.3%-60.9pp | 79.9%-71.6pp |
| Annual return | 16.56% | 40.35%-23.8pp | 33.27%-16.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $183 | $2,771-93.4% | $2,313-92.1% | $4,194-95.6% |
| Participant deferral / active EE | $1,843 | $4,699-60.8% | $4,085-54.9% | $6,396-71.2% |
| Admin fee / account holder | $1,651 | $10,844-84.8% | $9,256-82.2% | $12,562-86.9% |