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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 | $14,658 | $134,817-89.1% | $123,973-88.2% | $155,188-90.6% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 21.37% | 515.49%-494.1pp | 388.13%-366.8pp | 148.84%-127.5pp |
| Employer contribution / active EE | $804 | $4,425-81.8% | $4,126-80.5% | $4,248-81.1% |
| Participant deferral / active EE | $2,629 | $5,706-53.9% | $5,247-49.9% | $6,531-59.7% |
| Admin fee / account holder | $806 | $13,245-93.9% | $11,799-93.2% | $14,480-94.4% |