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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 | $62,832 | $157,304-60.1% | $141,197-55.5% | $152,909-58.9% |
| Participation rate | 15.8% | 84.8%-69.0pp | 82.5%-66.7pp | 82.5%-66.7pp |
| Annual return | 23.32% | 64.34%-41.0pp | 71.41%-48.1pp | 345.46%-322.1pp |
| Employer contribution / active EE | $584 | $5,263-88.9% | $4,736-87.7% | $4,764-87.7% |
| Participant deferral / active EE | $2,740 | $7,111-61.5% | $6,710-59.2% | $5,851-53.2% |
| Admin fee / account holder | $469 | $12,126-96.1% | $10,265-95.4% | $11,601-96.0% |