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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 | $27,237 | $126,519-78.5% | $106,201-74.4% | $145,959-81.3% |
| Participation rate | 40.0% | 77.7%-37.7pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 12.96% | 225.10%-212.1pp | 116.26%-103.3pp | 561.95%-549.0pp |
| Employer contribution / active EE | $557 | $3,726-85.0% | $3,170-82.4% | $4,661-88.0% |
| Participant deferral / active EE | $4,099 | $5,716-28.3% | $5,012-18.2% | $6,689-38.7% |
| Admin fee / account holder | $835 | $17,312-95.2% | $11,039-92.4% | $13,398-93.8% |