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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 | $20,784 | $175,259-88.1% | $149,723-86.1% | $139,487-85.1% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 19.55% | 166.82%-147.3pp | 134.50%-114.9pp | 373.84%-354.3pp |
| Employer contribution / active EE | $967 | $5,478-82.4% | $4,821-80.0% | $4,755-79.7% |
| Participant deferral / active EE | $2,663 | $6,522-59.2% | $5,682-53.1% | $6,713-60.3% |
| Admin fee / account holder | $3,833 | $16,158-76.3% | $13,215-71.0% | $11,407-66.4% |