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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 | $23,595 | $58,234-59.5% | $81,783-71.1% | $80,874-70.8% |
| Participation rate | 43.3% | 63.4%-20.1pp | 72.4%-29.0pp | 67.6%-24.3pp |
| Annual return | 14.19% | 41.70%-27.5pp | 775.05%-760.9pp | 35.62%-21.4pp |
| Employer contribution / active EE | $280 | $2,341-88.0% | $2,913-90.4% | $2,756-89.8% |
| Participant deferral / active EE | $3,860 | $3,283+17.6% | $4,320-10.7% | $4,297-10.2% |
| Admin fee / account holder | $343 | $4,982-93.1% | $7,380-95.3% | $6,935-95.1% |