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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 | $13,427 | $88,702-84.9% | $81,780-83.6% | $145,978-90.8% |
| Participation rate | 61.1% | 75.0%-13.9pp | 72.4%-11.3pp | 80.3%-19.2pp |
| Annual return | 15.72% | 1029.12%-1013.4pp | 776.27%-760.5pp | 550.52%-534.8pp |
| Employer contribution / active EE | $75 | $3,084-97.6% | $2,914-97.4% | $4,662-98.4% |
| Participant deferral / active EE | $2,043 | $4,645-56.0% | $4,321-52.7% | $6,690-69.5% |
| Admin fee / account holder | $625 | $8,414-92.6% | $7,384-91.5% | $13,400-95.3% |