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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 | $51,687 | $138,102-62.6% | $125,381-58.8% | $134,532-61.6% |
| Participation rate | 21.4% | 84.5%-63.1pp | 82.4%-61.0pp | 81.2%-59.8pp |
| Annual return | -4.95% | 750.73%-755.7pp | 572.31%-577.3pp | 418.27%-423.2pp |
| Employer contribution / active EE | $500 | $5,245-90.5% | $4,815-89.6% | $4,741-89.5% |
| Participant deferral / active EE | $3,863 | $7,801-50.5% | $7,448-48.1% | $6,401-39.7% |
| Admin fee / account holder | $146,928 | $11,568+1170.1% | $10,007+1368.2% | $11,429+1185.6% |