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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 | $20,386 | $90,614-77.5% | $76,089-73.2% | $145,877-86.0% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 10.88% | 623.80%-612.9pp | 360.94%-350.1pp | 551.28%-540.4pp |
| Employer contribution / active EE | $275 | $3,324-91.7% | $2,690-89.8% | $4,663-94.1% |
| Participant deferral / active EE | $1,376 | $5,168-73.4% | $4,259-67.7% | $6,691-79.4% |
| Admin fee / account holder | $1,483 | $8,376-82.3% | $6,418-76.9% | $13,402-88.9% |