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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 | $42,556 | $154,228-72.4% | $145,433-70.7% | $137,256-69.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 57.52% | 74.59%-17.1pp | 66.58%-9.1pp | 220.34%-162.8pp |
| Employer contribution / active EE | $600 | $4,804-87.5% | $4,554-86.8% | $4,156-85.6% |
| Participant deferral / active EE | $11,750 | $8,216+43.0% | $7,897+48.8% | $6,407+83.4% |
| Admin fee / account holder | $398 | $14,344-97.2% | $13,129-97.0% | $12,270-96.8% |