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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 | $50,908 | $107,363-52.6% | $92,909-45.2% | $152,897-66.7% |
| Participation rate | 63.2% | 79.8%-16.6pp | 76.0%-12.8pp | 82.5%-19.3pp |
| Annual return | 20.35% | 145.63%-125.3pp | 109.44%-89.1pp | 345.43%-325.1pp |
| Employer contribution / active EE | $449 | $4,222-89.4% | $3,653-87.7% | $4,764-90.6% |
| Participant deferral / active EE | $3,195 | $4,848-34.1% | $4,238-24.6% | $5,851-45.4% |
| Admin fee / account holder | $4,457 | $7,082-37.1% | $5,795-23.1% | $11,599-61.6% |