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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 | $61,852 | $185,883-66.7% | $170,043-63.6% | $139,466-55.7% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 17.05% | 60.54%-43.5pp | 53.40%-36.3pp | 373.66%-356.6pp |
| Employer contribution / active EE | $1,422 | $7,596-81.3% | $6,790-79.1% | $4,754-70.1% |
| Participant deferral / active EE | $9,869 | $11,626-15.1% | $10,410-5.2% | $6,712+47.0% |
| Admin fee / account holder | $3,144 | $15,393-79.6% | $12,824-75.5% | $11,409-72.4% |