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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 | $48,219 | $160,070-69.9% | $147,117-67.2% | $145,897-67.0% |
| Participation rate | 26.1% | 84.0%-57.9pp | 82.2%-56.1pp | 80.3%-54.2pp |
| Annual return | 23.43% | 98.69%-75.3pp | 420.54%-397.1pp | 552.29%-528.9pp |
| Employer contribution / active EE | $798 | $5,285-84.9% | $4,932-83.8% | $4,663-82.9% |
| Participant deferral / active EE | $3,079 | $8,419-63.4% | $8,065-61.8% | $6,689-54.0% |
| Admin fee / account holder | $1,375 | $15,035-90.9% | $12,993-89.4% | $13,390-89.7% |