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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 | $88,567 | $157,276-43.7% | $141,177-37.3% | $152,885-42.1% |
| Participation rate | 12.5% | 84.8%-72.3pp | 82.5%-70.0pp | 82.5%-70.0pp |
| Annual return | 19.76% | 64.33%-44.6pp | 71.40%-51.6pp | 345.39%-325.6pp |
| Employer contribution / active EE | $515 | $5,262-90.2% | $4,736-89.1% | $4,763-89.2% |
| Participant deferral / active EE | $2,375 | $7,110-66.6% | $6,710-64.6% | $5,851-59.4% |
| Admin fee / account holder | $1,500 | $12,123-87.6% | $10,263-85.4% | $11,598-87.1% |