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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 | $12,740 | $90,691-86.0% | $76,119-83.3% | $145,884-91.3% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.1%-32.7pp | 80.3%-43.9pp |
| Annual return | 10.87% | 624.52%-613.7pp | 361.25%-350.4pp | 551.85%-541.0pp |
| Employer contribution / active EE | $461 | $3,329-86.2% | $2,693-82.9% | $4,662-90.1% |
| Participant deferral / active EE | $1,242 | $5,167-76.0% | $4,259-70.8% | $6,690-81.4% |
| Admin fee / account holder | $3,011 | $8,383-64.1% | $6,421-53.1% | $13,392-77.5% |