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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 | $52,189 | $123,155-57.6% | $108,753-52.0% | $155,188-66.4% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 22.31% | 44.73%-22.4pp | 37.47%-15.2pp | 148.84%-126.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $9,600 | $4,623+107.6% | $4,115+133.3% | $6,531+47.0% |
| Admin fee / account holder | $535 | $12,126-95.6% | $10,320-94.8% | $14,480-96.3% |