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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 | $79,419 | $148,623-46.6% | $135,974-41.6% | $139,466-43.1% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 14.21% | 79.30%-65.1pp | 68.30%-54.1pp | 373.66%-359.5pp |
| Employer contribution / active EE | $16 | $5,246-99.7% | $4,859-99.7% | $4,754-99.7% |
| Participant deferral / active EE | $9,438 | $8,103+16.5% | $7,760+21.6% | $6,712+40.6% |
| Admin fee / account holder | $25,084 | $12,406+102.2% | $10,767+133.0% | $11,409+119.9% |