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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 | $69,237 | $106,923-35.2% | $84,023-17.6% | $152,909-54.7% |
| Participation rate | 50.0% | 75.3%-25.3pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 25.79% | 105.02%-79.2pp | 71.32%-45.5pp | 345.46%-319.7pp |
| Employer contribution / active EE | $194 | $2,735-92.9% | $1,984-90.2% | $4,764-95.9% |
| Participant deferral / active EE | $3,317 | $4,013-17.3% | $3,239+2.4% | $5,851-43.3% |
| Admin fee / account holder | $362 | $8,289-95.6% | $6,102-94.1% | $11,601-96.9% |