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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 | $48,250 | $180,749-73.3% | $160,784-70.0% | $137,256-64.8% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.0%-39.5pp | 80.0%-42.5pp |
| Annual return | 13.27% | 2234.46%-2221.2pp | 1803.92%-1790.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $192 | $4,155-95.4% | $3,733-94.9% | $4,156-95.4% |
| Participant deferral / active EE | $1,660 | $6,844-75.8% | $6,293-73.6% | $6,407-74.1% |
| Admin fee / account holder | $10,827 | $10,397+4.1% | $9,717+11.4% | $12,270-11.8% |