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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 | $73,421 | $114,119-35.7% | $107,187-31.5% | $138,895-47.1% |
| Participation rate | 41.7% | 78.1%-36.4pp | 75.0%-33.4pp | 79.9%-38.3pp |
| Annual return | 32.33% | 273.21%-240.9pp | 204.55%-172.2pp | 145.39%-113.1pp |
| Employer contribution / active EE | $364 | $4,059-91.0% | $3,782-90.4% | $4,194-91.3% |
| Participant deferral / active EE | $1,563 | $5,538-71.8% | $5,096-69.3% | $6,396-75.6% |
| Admin fee / account holder | $1,448 | $10,024-85.6% | $9,162-84.2% | $12,562-88.5% |