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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 | $43,929 | $99,053-55.7% | $88,179-50.2% | $138,895-68.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.1%-9.1pp | 79.9%-19.9pp |
| Annual return | 15.51% | 78.17%-62.7pp | 64.97%-49.5pp | 145.39%-129.9pp |
| Employer contribution / active EE | $317 | $2,882-89.0% | $2,549-87.6% | $4,194-92.4% |
| Participant deferral / active EE | $5,280 | $5,225+1.0% | $4,614+14.4% | $6,396-17.5% |
| Admin fee / account holder | $287,998 | $8,748+3192.0% | $7,673+3653.4% | $12,562+2192.6% |