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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 | $44,369 | $111,814-60.3% | $103,378-57.1% | $145,978-69.6% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 14.05% | 24.80%-10.8pp | 24.91%-10.9pp | 550.52%-536.5pp |
| Employer contribution / active EE | $329 | $4,215-92.2% | $3,870-91.5% | $4,662-92.9% |
| Participant deferral / active EE | $3,292 | $5,618-41.4% | $5,058-34.9% | $6,690-50.8% |
| Admin fee / account holder | $458 | $9,764-95.3% | $8,401-94.5% | $13,400-96.6% |