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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 | $208,088-76.8% | $186,193-74.1% | $154,746-68.8% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.1%-39.6pp | 80.7%-43.2pp |
| Annual return | 13.27% | 89.97%-76.7pp | 78.03%-64.8pp | 172.34%-159.1pp |
| Employer contribution / active EE | $192 | $4,340-95.6% | $3,918-95.1% | $4,379-95.6% |
| Participant deferral / active EE | $1,660 | $7,078-76.6% | $6,513-74.5% | $6,730-75.3% |
| Admin fee / account holder | $10,827 | $11,698-7.4% | $11,058-2.1% | $14,365-24.6% |