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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 | $61,009 | $159,978-61.9% | $147,041-58.5% | $145,978-58.2% |
| Participation rate | 38.1% | 84.0%-45.9pp | 82.2%-44.1pp | 80.3%-42.2pp |
| Annual return | 15.02% | 98.36%-83.3pp | 419.21%-404.2pp | 550.52%-535.5pp |
| Employer contribution / active EE | $300 | $5,288-94.3% | $4,935-93.9% | $4,662-93.6% |
| Participant deferral / active EE | $3,651 | $8,429-56.7% | $8,071-54.8% | $6,690-45.4% |
| Admin fee / account holder | $1,730 | $15,053-88.5% | $13,006-86.7% | $13,400-87.1% |