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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 | $36,338 | $181,062-79.9% | $158,223-77.0% | $155,188-76.6% |
| Participation rate | 38.1% | 82.7%-44.6pp | 79.2%-41.1pp | 80.8%-42.7pp |
| Annual return | 20.59% | 57.39%-36.8pp | 52.09%-31.5pp | 148.84%-128.3pp |
| Employer contribution / active EE | $914 | $4,565-80.0% | $4,109-77.8% | $4,248-78.5% |
| Participant deferral / active EE | $2,296 | $6,134-62.6% | $5,467-58.0% | $6,531-64.8% |
| Admin fee / account holder | $3,233 | $18,825-82.8% | $16,047-79.9% | $14,480-77.7% |