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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 | $27,128 | $160,070-83.1% | $147,117-81.6% | $145,897-81.4% |
| Participation rate | 36.8% | 84.0%-47.2pp | 82.2%-45.3pp | 80.3%-43.5pp |
| Annual return | 10.45% | 98.69%-88.2pp | 420.54%-410.1pp | 552.29%-541.8pp |
| Employer contribution / active EE | $107 | $5,285-98.0% | $4,932-97.8% | $4,663-97.7% |
| Participant deferral / active EE | $3,073 | $8,419-63.5% | $8,065-61.9% | $6,689-54.1% |
| Admin fee / account holder | $19,529 | $15,035+29.9% | $12,993+50.3% | $13,390+45.8% |