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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 | $40,044 | $160,040-75.0% | $147,096-72.8% | $145,877-72.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 16.37% | 98.49%-82.1pp | 419.75%-403.4pp | 551.28%-534.9pp |
| Employer contribution / active EE | $670 | $5,289-87.3% | $4,936-86.4% | $4,663-85.6% |
| Participant deferral / active EE | $6,970 | $8,429-17.3% | $8,071-13.6% | $6,691+4.2% |
| Admin fee / account holder | $378 | $15,050-97.5% | $13,005-97.1% | $13,402-97.2% |