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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 | $19,369 | $183,516-89.4% | $155,534-87.5% | $145,884-86.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.62% | 61.43%-46.8pp | 64.92%-50.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $873 | $5,315-83.6% | $4,675-81.3% | $4,662-81.3% |
| Participant deferral / active EE | $2,037 | $6,467-68.5% | $5,630-63.8% | $6,690-69.6% |
| Admin fee / account holder | $22,321 | $19,293+15.7% | $15,900+40.4% | $13,392+66.7% |