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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 | $23,702 | $172,111-86.2% | $150,298-84.2% | $137,256-82.7% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 18.72% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $757 | $4,636-83.7% | $4,154-81.8% | $4,156-81.8% |
| Participant deferral / active EE | $3,646 | $6,166-40.9% | $5,453-33.1% | $6,407-43.1% |
| Admin fee / account holder | $1,231 | $16,471-92.5% | $14,116-91.3% | $12,270-90.0% |