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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 | $23,360 | $178,174-86.9% | $156,181-85.0% | $137,256-83.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 10.60% | 84.19%-73.6pp | 64.87%-54.3pp | 220.34%-209.7pp |
| Employer contribution / active EE | $918 | $4,972-81.5% | $4,294-78.6% | $4,156-77.9% |
| Participant deferral / active EE | $2,401 | $6,888-65.1% | $6,132-60.8% | $6,407-62.5% |
| Admin fee / account holder | $49,246 | $17,404+183.0% | $14,586+237.6% | $12,270+301.3% |