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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 | $49,715 | $160,040-68.9% | $147,096-66.2% | $145,877-65.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 17.24% | 98.49%-81.3pp | 419.75%-402.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $605 | $5,289-88.6% | $4,936-87.7% | $4,663-87.0% |
| Participant deferral / active EE | $3,609 | $8,429-57.2% | $8,071-55.3% | $6,691-46.1% |
| Admin fee / account holder | $3,319 | $15,050-77.9% | $13,005-74.5% | $13,402-75.2% |