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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 | $49,001 | $175,231-72.0% | $149,696-67.3% | $139,466-64.9% |
| Participation rate | 64.7% | 83.4%-18.7pp | 78.8%-14.1pp | 80.3%-15.6pp |
| Annual return | 18.46% | 166.77%-148.3pp | 134.46%-116.0pp | 373.66%-355.2pp |
| Employer contribution / active EE | $152 | $5,478-97.2% | $4,821-96.9% | $4,754-96.8% |
| Participant deferral / active EE | $14,637 | $6,521+124.4% | $5,682+157.6% | $6,712+118.1% |
| Admin fee / account holder | $3,439 | $16,155-78.7% | $13,212-74.0% | $11,409-69.9% |