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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 | $185,312-80.4% | $161,489-77.5% | $154,746-76.5% |
| Participation rate | 38.1% | 82.5%-44.4pp | 78.7%-40.6pp | 80.7%-42.6pp |
| Annual return | 20.59% | 103.84%-83.3pp | 89.72%-69.1pp | 172.34%-151.8pp |
| Employer contribution / active EE | $914 | $4,769-80.8% | $4,268-78.6% | $4,379-79.1% |
| Participant deferral / active EE | $2,296 | $6,350-63.8% | $5,630-59.2% | $6,730-65.9% |
| Admin fee / account holder | $3,233 | $18,654-82.7% | $16,006-79.8% | $14,365-77.5% |