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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 | $75,427 | $129,737-41.9% | $119,126-36.7% | $154,746-51.3% |
| Participation rate | 16.7% | 78.9%-62.2pp | 75.8%-59.1pp | 80.7%-64.0pp |
| Annual return | 24.75% | 379.08%-354.3pp | 282.11%-257.4pp | 172.34%-147.6pp |
| Employer contribution / active EE | $831 | $4,375-81.0% | $4,034-79.4% | $4,379-81.0% |
| Participant deferral / active EE | $1,996 | $5,842-65.8% | $5,318-62.5% | $6,730-70.3% |
| Admin fee / account holder | $497 | $11,961-95.8% | $10,693-95.4% | $14,365-96.5% |