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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 | $49,927 | $99,053-49.6% | $88,179-43.4% | $138,895-64.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 23.65% | 78.17%-54.5pp | 64.97%-41.3pp | 145.39%-121.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,605 | $5,225+7.3% | $4,614+21.5% | $6,396-12.4% |
| Admin fee / account holder | $29,867 | $8,748+241.4% | $7,673+289.2% | $12,562+137.8% |