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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 | $70,506 | $88,754-20.6% | $81,820-13.8% | $145,877-51.7% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 9.70% | 1031.77%-1022.1pp | 777.93%-768.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $300 | $3,085-90.3% | $2,915-89.7% | $4,663-93.6% |
| Participant deferral / active EE | $1,408 | $4,648-69.7% | $4,323-67.4% | $6,691-79.0% |
| Admin fee / account holder | $21,077 | $8,424+150.2% | $7,391+185.2% | $13,402+57.3% |