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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 | $76,048 | $160,070-52.5% | $147,117-48.3% | $145,897-47.9% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 12.30% | 98.69%-86.4pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $926 | $5,285-82.5% | $4,932-81.2% | $4,663-80.1% |
| Participant deferral / active EE | $3,286 | $8,419-61.0% | $8,065-59.3% | $6,689-50.9% |
| Admin fee / account holder | $1,280 | $15,035-91.5% | $12,993-90.2% | $13,390-90.4% |