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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 | $79,215 | $166,242-52.3% | $165,071-52.0% | $145,884-45.7% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.6%-50.1pp | 80.3%-51.7pp |
| Annual return | 11.10% | 100.44%-89.3pp | 70.17%-59.1pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,022 | $5,283-80.7% | $4,347-76.5% | $4,662-78.1% |
| Participant deferral / active EE | $2,991 | $6,964-57.0% | $6,035-50.4% | $6,690-55.3% |
| Admin fee / account holder | $1,891 | $16,658-88.6% | $12,695-85.1% | $13,392-85.9% |