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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 | $45,489 | $232,540-80.4% | $185,117-75.4% | $147,586-69.2% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 16.43% | 43.03%-26.6pp | 40.50%-24.1pp | 578.59%-562.2pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,099 | $5,834+4.5% | $5,045+20.9% | $5,439+12.1% |
| Admin fee / account holder | $982 | $10,275-90.4% | $8,159-88.0% | $10,886-91.0% |