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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 | $45,327 | $175,231-74.1% | $149,696-69.7% | $139,466-67.5% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 63.77% | 166.77%-103.0pp | 134.46%-70.7pp | 373.66%-309.9pp |
| Employer contribution / active EE | $937 | $5,478-82.9% | $4,821-80.6% | $4,754-80.3% |
| Participant deferral / active EE | $2,752 | $6,521-57.8% | $5,682-51.6% | $6,712-59.0% |
| Admin fee / account holder | $2,553 | $16,155-84.2% | $13,212-80.7% | $11,409-77.6% |