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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 | $37,667 | $160,040-76.5% | $147,096-74.4% | $145,877-74.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 20.44% | 98.49%-78.1pp | 419.75%-399.3pp | 551.28%-530.8pp |
| Employer contribution / active EE | $801 | $5,289-84.9% | $4,936-83.8% | $4,663-82.8% |
| Participant deferral / active EE | $3,559 | $8,429-57.8% | $8,071-55.9% | $6,691-46.8% |
| Admin fee / account holder | $333 | $15,050-97.8% | $13,005-97.4% | $13,402-97.5% |