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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 | $75,483 | $106,005-28.8% | $92,239-18.2% | $147,585-48.9% |
| Participation rate | 37.5% | 80.4%-42.9pp | 76.5%-39.0pp | 82.8%-45.3pp |
| Annual return | 12.19% | 50.05%-37.9pp | 176.29%-164.1pp | 578.58%-566.4pp |
| Employer contribution / active EE | $285 | $4,333-93.4% | $3,680-92.3% | $4,876-94.2% |
| Participant deferral / active EE | $2,592 | $4,478-42.1% | $3,897-33.5% | $5,439-52.3% |
| Admin fee / account holder | $8,621 | $6,333+36.1% | $5,194+66.0% | $10,886-20.8% |