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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 | $28,103 | $202,463-86.1% | $169,397-83.4% | $139,487-79.9% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 17.22% | 532.64%-515.4pp | 406.23%-389.0pp | 373.84%-356.6pp |
| Employer contribution / active EE | $207 | $4,694-95.6% | $4,013-94.8% | $4,755-95.6% |
| Participant deferral / active EE | $3,500 | $6,941-49.6% | $6,223-43.8% | $6,713-47.9% |
| Admin fee / account holder | $11,376 | $10,726+6.1% | $9,017+26.2% | $11,407-0.3% |