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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 | $97,269 | $134,817-27.9% | $123,973-21.5% | $155,188-37.3% |
| Participation rate | 30.0% | 79.4%-49.4pp | 76.7%-46.7pp | 80.8%-50.8pp |
| Annual return | 21.93% | 515.49%-493.6pp | 388.13%-366.2pp | 148.84%-126.9pp |
| Employer contribution / active EE | $682 | $4,425-84.6% | $4,126-83.5% | $4,248-83.9% |
| Participant deferral / active EE | $5,435 | $5,706-4.8% | $5,247+3.6% | $6,531-16.8% |
| Admin fee / account holder | $406 | $13,245-96.9% | $11,799-96.6% | $14,480-97.2% |