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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 | $78,502 | $112,099-30.0% | $95,954-18.2% | $158,931-50.6% |
| Participation rate | 57.9% | 79.0%-21.1pp | 77.1%-19.2pp | 82.0%-24.1pp |
| Annual return | 11.16% | 171.12%-160.0pp | 91.62%-80.5pp | 302.86%-291.7pp |
| Employer contribution / active EE | $424 | $3,198-86.7% | $2,541-83.3% | $4,761-91.1% |
| Participant deferral / active EE | $2,548 | $4,784-46.7% | $4,167-38.9% | $5,982-57.4% |
| Admin fee / account holder | $15,975 | $10,132+57.7% | $6,796+135.1% | $11,247+42.0% |