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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 | $33,417 | $148,623-77.5% | $135,974-75.4% | $139,466-76.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 15.06% | 79.30%-64.2pp | 68.30%-53.2pp | 373.66%-358.6pp |
| Employer contribution / active EE | $788 | $5,246-85.0% | $4,859-83.8% | $4,754-83.4% |
| Participant deferral / active EE | $3,881 | $8,103-52.1% | $7,760-50.0% | $6,712-42.2% |
| Admin fee / account holder | $357 | $12,406-97.1% | $10,767-96.7% | $11,409-96.9% |