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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 | $72,150 | $160,070-54.9% | $147,117-51.0% | $145,897-50.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 11.02% | 98.69%-87.7pp | 420.54%-409.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $462 | $5,285-91.3% | $4,932-90.6% | $4,663-90.1% |
| Participant deferral / active EE | $5,415 | $8,419-35.7% | $8,065-32.9% | $6,689-19.0% |
| Admin fee / account holder | $1,273 | $15,035-91.5% | $12,993-90.2% | $13,390-90.5% |