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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 | $111,181 | $185,830-40.2% | $170,004-34.6% | $139,427-20.3% |
| Participation rate | 63.6% | 87.8%-24.1pp | 87.0%-23.4pp | 80.3%-16.7pp |
| Annual return | 21.61% | 60.52%-38.9pp | 53.39%-31.8pp | 373.27%-351.7pp |
| Employer contribution / active EE | $0 | $7,591-100.0% | $6,786-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $7,367 | $11,622-36.6% | $10,408-29.2% | $6,711+9.8% |
| Admin fee / account holder | $1,151 | $15,381-92.5% | $12,816-91.0% | $11,404-89.9% |