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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 | $47,712 | $102,595-53.5% | $94,057-49.3% | $154,746-69.2% |
| Participation rate | 23.5% | 76.0%-52.5pp | 73.3%-49.8pp | 80.7%-57.2pp |
| Annual return | 20.04% | 583.42%-563.4pp | 480.62%-460.6pp | 172.34%-152.3pp |
| Employer contribution / active EE | $300 | $3,147-90.5% | $2,933-89.8% | $4,379-93.2% |
| Participant deferral / active EE | $2,624 | $5,118-48.7% | $4,709-44.3% | $6,730-61.0% |
| Admin fee / account holder | $302 | $7,736-96.1% | $7,244-95.8% | $14,365-97.9% |