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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 | $31,527 | $162,136-80.6% | $152,301-79.3% | $154,746-79.6% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 23.86% | 91.02%-67.2pp | 80.50%-56.6pp | 172.34%-148.5pp |
| Employer contribution / active EE | $637 | $4,890-87.0% | $4,624-86.2% | $4,379-85.5% |
| Participant deferral / active EE | $3,669 | $8,341-56.0% | $8,004-54.2% | $6,730-45.5% |
| Admin fee / account holder | $1,597 | $15,759-89.9% | $14,398-88.9% | $14,365-88.9% |