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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 | $98,744 | $217,432-54.6% | $185,849-46.9% | $167,536-41.1% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 19.16% | 148.42%-129.3pp | 122.10%-102.9pp | 478.82%-459.7pp |
| Employer contribution / active EE | $1,037 | $5,875-82.4% | $5,169-79.9% | $4,839-78.6% |
| Participant deferral / active EE | $4,250 | $6,357-33.1% | $5,569-23.7% | $6,342-33.0% |
| Admin fee / account holder | $2,427 | $19,818-87.8% | $16,244-85.1% | $12,315-80.3% |