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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 | $13,600 | $102,595-86.7% | $94,057-85.5% | $154,746-91.2% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 12.59% | 583.42%-570.8pp | 480.62%-468.0pp | 172.34%-159.7pp |
| Employer contribution / active EE | $302 | $3,147-90.4% | $2,933-89.7% | $4,379-93.1% |
| Participant deferral / active EE | $2,032 | $5,118-60.3% | $4,709-56.8% | $6,730-69.8% |
| Admin fee / account holder | $8,276 | $7,736+7.0% | $7,244+14.2% | $14,365-42.4% |