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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 | $31,136 | $209,428-85.1% | $178,498-82.6% | $158,950-80.4% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 14.36% | 188.78%-174.4pp | 151.09%-136.7pp | 302.91%-288.5pp |
| Employer contribution / active EE | $955 | $5,707-83.3% | $5,011-80.9% | $4,762-79.9% |
| Participant deferral / active EE | $2,910 | $5,955-51.1% | $5,202-44.1% | $5,983-51.4% |
| Admin fee / account holder | $7,262 | $17,077-57.5% | $13,985-48.1% | $11,248-35.4% |