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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 | $53,335 | $184,000-71.0% | $162,185-67.1% | $152,909-65.1% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 21.60% | 150.80%-129.2pp | 115.61%-94.0pp | 345.46%-323.9pp |
| Employer contribution / active EE | $565 | $6,370-91.1% | $5,613-89.9% | $4,764-88.1% |
| Participant deferral / active EE | $12,667 | $8,033+57.7% | $7,297+73.6% | $5,851+116.5% |
| Admin fee / account holder | $324 | $13,124-97.5% | $10,844-97.0% | $11,601-97.2% |