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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 | $59,159 | $217,432-72.8% | $185,849-68.2% | $167,536-64.7% |
| Participation rate | 52.6% | 86.1%-33.4pp | 81.7%-29.1pp | 82.1%-29.5pp |
| Annual return | 16.25% | 148.42%-132.2pp | 122.10%-105.8pp | 478.82%-462.6pp |
| Employer contribution / active EE | $625 | $5,875-89.4% | $5,169-87.9% | $4,839-87.1% |
| Participant deferral / active EE | $3,272 | $6,357-48.5% | $5,569-41.3% | $6,342-48.4% |
| Admin fee / account holder | $1,875 | $19,818-90.5% | $16,244-88.5% | $12,315-84.8% |