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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 | $53,332 | $227,291-76.5% | $214,702-75.2% | $155,188-65.6% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 19.72% | 60.08%-40.4pp | 54.55%-34.8pp | 148.84%-129.1pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,600 | $9,582-62.4% | $9,147-60.6% | $6,531-44.9% |
| Admin fee / account holder | $667 | $20,413-96.7% | $19,830-96.6% | $14,480-95.4% |