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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 | $51,457 | $198,457-74.1% | $170,435-69.8% | $147,586-65.1% |
| Participation rate | 41.2% | 88.0%-46.8pp | 83.6%-42.4pp | 82.8%-41.7pp |
| Annual return | 9.26% | 257.30%-248.0pp | 205.94%-196.7pp | 578.59%-569.3pp |
| Employer contribution / active EE | $944 | $6,183-84.7% | $5,432-82.6% | $4,876-80.6% |
| Participant deferral / active EE | $2,712 | $5,629-51.8% | $4,939-45.1% | $5,439-50.1% |
| Admin fee / account holder | $29,113 | $16,852+72.8% | $13,881+109.7% | $10,886+167.4% |