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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 | $20,557 | $129,737-84.2% | $119,126-82.7% | $154,746-86.7% |
| Participation rate | 68.8% | 78.9%-10.1pp | 75.8%-7.0pp | 80.7%-12.0pp |
| Annual return | 12.17% | 379.08%-366.9pp | 282.11%-269.9pp | 172.34%-160.2pp |
| Employer contribution / active EE | $475 | $4,375-89.2% | $4,034-88.2% | $4,379-89.2% |
| Participant deferral / active EE | $2,343 | $5,842-59.9% | $5,318-55.9% | $6,730-65.2% |
| Admin fee / account holder | $4,114 | $11,961-65.6% | $10,693-61.5% | $14,365-71.4% |