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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 | $20,975 | $106,923-80.4% | $84,023-75.0% | $152,909-86.3% |
| Participation rate | 58.8% | 75.3%-16.4pp | 69.0%-10.2pp | 82.5%-23.6pp |
| Annual return | 56.85% | 105.02%-48.2pp | 71.32%-14.5pp | 345.46%-288.6pp |
| Employer contribution / active EE | $161 | $2,735-94.1% | $1,984-91.9% | $4,764-96.6% |
| Participant deferral / active EE | $3,088 | $4,013-23.0% | $3,239-4.7% | $5,851-47.2% |
| Admin fee / account holder | $5,505 | $8,289-33.6% | $6,102-9.8% | $11,601-52.5% |