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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 | $70,322 | $111,785-37.1% | $93,669-24.9% | $145,877-51.8% |
| Participation rate | 23.1% | 74.2%-51.2pp | 68.7%-45.6pp | 80.3%-57.2pp |
| Annual return | 20.58% | 203.79%-183.2pp | 133.59%-113.0pp | 551.28%-530.7pp |
| Employer contribution / active EE | $191 | $3,096-93.8% | $2,424-92.1% | $4,663-95.9% |
| Participant deferral / active EE | $3,221 | $4,919-34.5% | $4,416-27.1% | $6,691-51.9% |
| Admin fee / account holder | $365 | $10,256-96.4% | $8,291-95.6% | $13,402-97.3% |