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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 | $42,047 | $217,432-80.7% | $185,849-77.4% | $167,536-74.9% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 12.93% | 148.42%-135.5pp | 122.10%-109.2pp | 478.82%-465.9pp |
| Employer contribution / active EE | $650 | $5,875-88.9% | $5,169-87.4% | $4,839-86.6% |
| Participant deferral / active EE | $2,990 | $6,357-53.0% | $5,569-46.3% | $6,342-52.9% |
| Admin fee / account holder | $1,929 | $19,818-90.3% | $16,244-88.1% | $12,315-84.3% |