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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 | $29,280 | $185,856-84.2% | $170,028-82.8% | $139,456-79.0% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 14.30% | 60.52%-46.2pp | 53.39%-39.1pp | 373.45%-359.1pp |
| Employer contribution / active EE | $1,220 | $7,593-83.9% | $6,788-82.0% | $4,753-74.3% |
| Participant deferral / active EE | $4,385 | $11,623-62.3% | $10,409-57.9% | $6,711-34.7% |
| Admin fee / account holder | $355 | $15,387-97.7% | $12,820-97.2% | $11,407-96.9% |