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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 | $40,333 | $175,257-77.0% | $149,717-73.1% | $139,456-71.1% |
| Participation rate | 61.5% | 83.4%-21.9pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 18.54% | 166.70%-148.2pp | 134.41%-115.9pp | 373.45%-354.9pp |
| Employer contribution / active EE | $411 | $5,477-92.5% | $4,820-91.5% | $4,753-91.3% |
| Participant deferral / active EE | $2,499 | $6,521-61.7% | $5,682-56.0% | $6,711-62.8% |
| Admin fee / account holder | $2,086 | $16,156-87.1% | $13,213-84.2% | $11,407-81.7% |