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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 | $103,237 | $202,440-49.0% | $169,390-39.1% | $139,466-26.0% |
| Participation rate | 40.9% | 81.1%-40.2pp | 77.2%-36.3pp | 80.3%-39.4pp |
| Annual return | 21.06% | 532.36%-511.3pp | 406.07%-385.0pp | 373.66%-352.6pp |
| Employer contribution / active EE | $557 | $4,693-88.1% | $4,013-86.1% | $4,754-88.3% |
| Participant deferral / active EE | $2,227 | $6,940-67.9% | $6,222-64.2% | $6,712-66.8% |
| Admin fee / account holder | $8,829 | $10,722-17.7% | $9,015-2.1% | $11,409-22.6% |