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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 | $71,029 | $157,276-54.8% | $141,177-49.7% | $152,885-53.5% |
| Participation rate | 22.2% | 84.8%-62.6pp | 82.5%-60.3pp | 82.5%-60.2pp |
| Annual return | 21.50% | 64.33%-42.8pp | 71.40%-49.9pp | 345.39%-323.9pp |
| Employer contribution / active EE | $120 | $5,262-97.7% | $4,736-97.5% | $4,763-97.5% |
| Participant deferral / active EE | $2,491 | $7,110-65.0% | $6,710-62.9% | $5,851-57.4% |
| Admin fee / account holder | $926 | $12,123-92.4% | $10,263-91.0% | $11,598-92.0% |