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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 | $36,900 | $68,398-46.1% | $94,664-61.0% | $75,173-50.9% |
| Participation rate | 62.2% | 76.1%-13.9pp | 80.8%-18.7pp | 67.2%-5.0pp |
| Annual return | 35.23% | 616.72%-581.5pp | 156.84%-121.6pp | 160.72%-125.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,240 | $6,537+56.7% | $7,417+38.1% | $4,126+148.2% |
| Admin fee / account holder | $5,066 | $5,324-4.9% | $7,222-29.8% | $5,651-10.3% |