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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 | $78,174 | $217,432-64.0% | $185,849-57.9% | $167,536-53.3% |
| Participation rate | 52.9% | 86.1%-33.1pp | 81.7%-28.8pp | 82.1%-29.2pp |
| Annual return | 12.91% | 148.42%-135.5pp | 122.10%-109.2pp | 478.82%-465.9pp |
| Employer contribution / active EE | $803 | $5,875-86.3% | $5,169-84.5% | $4,839-83.4% |
| Participant deferral / active EE | $2,893 | $6,357-54.5% | $5,569-48.0% | $6,342-54.4% |
| Admin fee / account holder | $776 | $19,818-96.1% | $16,244-95.2% | $12,315-93.7% |