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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 | $43,818 | $185,312-76.4% | $161,489-72.9% | $154,746-71.7% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 22.09% | 103.84%-81.8pp | 89.72%-67.6pp | 172.34%-150.2pp |
| Employer contribution / active EE | $94 | $4,769-98.0% | $4,268-97.8% | $4,379-97.9% |
| Participant deferral / active EE | $3,733 | $6,350-41.2% | $5,630-33.7% | $6,730-44.5% |
| Admin fee / account holder | $486 | $18,654-97.4% | $16,006-97.0% | $14,365-96.6% |