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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 | $46,925 | $157,304-70.2% | $141,197-66.8% | $152,909-69.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 19.16% | 64.34%-45.2pp | 71.41%-52.2pp | 345.46%-326.3pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,661 | $7,111-62.6% | $6,710-60.3% | $5,851-54.5% |
| Admin fee / account holder | $29,175 | $12,126+140.6% | $10,265+184.2% | $11,601+151.5% |