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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 | $23,247 | $154,228-84.9% | $145,433-84.0% | $137,256-83.1% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.7pp | 80.0%-34.5pp |
| Annual return | 25.48% | 74.59%-49.1pp | 66.58%-41.1pp | 220.34%-194.9pp |
| Employer contribution / active EE | $436 | $4,804-90.9% | $4,554-90.4% | $4,156-89.5% |
| Participant deferral / active EE | $2,599 | $8,216-68.4% | $7,897-67.1% | $6,407-59.4% |
| Admin fee / account holder | $3,130 | $14,344-78.2% | $13,129-76.2% | $12,270-74.5% |