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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 | $50,559 | $289,211-82.5% | $260,467-80.6% | $198,609-74.5% |
| Participation rate | 40.0% | 83.1%-43.1pp | 80.5%-40.5pp | 82.4%-42.4pp |
| Annual return | 19.40% | 112.90%-93.5pp | 100.60%-81.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $210 | $4,663-95.5% | $4,239-95.0% | $5,055-95.8% |
| Participant deferral / active EE | $2,600 | $6,812-61.8% | $6,319-58.9% | $6,977-62.7% |
| Admin fee / account holder | $320 | $16,236-98.0% | $15,461-97.9% | $19,030-98.3% |