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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 | $26,396 | $162,136-83.7% | $152,301-82.7% | $154,746-82.9% |
| Participation rate | 38.9% | 84.1%-45.2pp | 82.4%-43.6pp | 80.7%-41.8pp |
| Annual return | 13.81% | 91.02%-77.2pp | 80.50%-66.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $876 | $4,890-82.1% | $4,624-81.1% | $4,379-80.0% |
| Participant deferral / active EE | $2,700 | $8,341-67.6% | $8,004-66.3% | $6,730-59.9% |
| Admin fee / account holder | $10,632 | $15,759-32.5% | $14,398-26.2% | $14,365-26.0% |