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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 | $69,043 | $160,070-56.9% | $147,117-53.1% | $145,897-52.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.36% | 98.69%-88.3pp | 420.54%-410.2pp | 552.29%-541.9pp |
| Employer contribution / active EE | $609 | $5,285-88.5% | $4,932-87.7% | $4,663-86.9% |
| Participant deferral / active EE | $9,378 | $8,419+11.4% | $8,065+16.3% | $6,689+40.2% |
| Admin fee / account holder | $519 | $15,035-96.6% | $12,993-96.0% | $13,390-96.1% |