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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 | $107,809-53.7% | $97,032-48.5% | $155,188-67.8% |
| Participation rate | 66.7% | 75.5%-8.8pp | 71.6%-4.9pp | 80.8%-14.1pp |
| Annual return | 23.65% | 38.06%-14.4pp | 35.38%-11.7pp | 148.84%-125.2pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,605 | $5,129+9.3% | $4,672+20.0% | $6,531-14.2% |
| Admin fee / account holder | $29,867 | $10,717+178.7% | $9,418+217.1% | $14,480+106.3% |