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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 | $55,216 | $198,457-72.2% | $170,435-67.6% | $147,586-62.6% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 15.17% | 257.30%-242.1pp | 205.94%-190.8pp | 578.59%-563.4pp |
| Employer contribution / active EE | $891 | $6,183-85.6% | $5,432-83.6% | $4,876-81.7% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $823 | $16,852-95.1% | $13,881-94.1% | $10,886-92.4% |