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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 | $22,594 | $150,207-85.0% | $120,380-81.2% | $145,978-84.5% |
| Participation rate | 20.8% | 78.8%-57.9pp | 71.9%-51.1pp | 80.3%-59.5pp |
| Annual return | 13.04% | 154.28%-141.2pp | 107.28%-94.2pp | 550.52%-537.5pp |
| Employer contribution / active EE | $469 | $4,351-89.2% | $3,465-86.5% | $4,662-89.9% |
| Participant deferral / active EE | $2,575 | $6,175-58.3% | $4,992-48.4% | $6,690-61.5% |
| Admin fee / account holder | $335 | $12,203-97.3% | $9,421-96.4% | $13,400-97.5% |