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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 | $40,013 | $217,432-81.6% | $185,849-78.5% | $167,536-76.1% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 10.77% | 148.42%-137.6pp | 122.10%-111.3pp | 478.82%-468.0pp |
| Employer contribution / active EE | $988 | $5,875-83.2% | $5,169-80.9% | $4,839-79.6% |
| Participant deferral / active EE | $5,130 | $6,357-19.3% | $5,569-7.9% | $6,342-19.1% |
| Admin fee / account holder | $3,717 | $19,818-81.2% | $16,244-77.1% | $12,315-69.8% |