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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 | $44,513 | $181,062-75.4% | $158,223-71.9% | $155,188-71.3% |
| Participation rate | 25.0% | 82.7%-57.7pp | 79.2%-54.2pp | 80.8%-55.8pp |
| Annual return | 14.39% | 57.39%-43.0pp | 52.09%-37.7pp | 148.84%-134.5pp |
| Employer contribution / active EE | $900 | $4,565-80.3% | $4,109-78.1% | $4,248-78.8% |
| Participant deferral / active EE | $7,000 | $6,134+14.1% | $5,467+28.0% | $6,531+7.2% |
| Admin fee / account holder | $408 | $18,825-97.8% | $16,047-97.5% | $14,480-97.2% |