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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 | $34,632 | $148,623-76.7% | $135,974-74.5% | $139,466-75.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 283.60% | 79.30%+204.3pp | 68.30%+215.3pp | 373.66%-90.1pp |
| Employer contribution / active EE | $907 | $5,246-82.7% | $4,859-81.3% | $4,754-80.9% |
| Participant deferral / active EE | $7,055 | $8,103-12.9% | $7,760-9.1% | $6,712+5.1% |
| Admin fee / account holder | $1,719 | $12,406-86.1% | $10,767-84.0% | $11,409-84.9% |