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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 | $46,049 | $159,978-71.2% | $147,041-68.7% | $145,978-68.5% |
| Participation rate | 12.5% | 84.0%-71.5pp | 82.2%-69.7pp | 80.3%-67.8pp |
| Annual return | 11.72% | 98.36%-86.6pp | 419.21%-407.5pp | 550.52%-538.8pp |
| Employer contribution / active EE | $311 | $5,288-94.1% | $4,935-93.7% | $4,662-93.3% |
| Participant deferral / active EE | $3,175 | $8,429-62.3% | $8,071-60.7% | $6,690-52.5% |
| Admin fee / account holder | $8,720 | $15,053-42.1% | $13,006-33.0% | $13,400-34.9% |