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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 | $76,075 | $115,796-34.3% | $101,264-24.9% | $158,950-52.1% |
| Participation rate | 47.4% | 79.4%-32.0pp | 75.8%-28.4pp | 82.0%-34.6pp |
| Annual return | 13.82% | 56.15%-42.3pp | 46.48%-32.7pp | 302.91%-289.1pp |
| Employer contribution / active EE | $440 | $4,175-89.5% | $3,660-88.0% | $4,762-90.8% |
| Participant deferral / active EE | $2,117 | $4,958-57.3% | $4,370-51.6% | $5,983-64.6% |
| Admin fee / account holder | $723 | $7,247-90.0% | $5,947-87.9% | $11,248-93.6% |