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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 | $78,102 | $157,304-50.3% | $141,197-44.7% | $152,909-48.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 32.01% | 64.34%-32.3pp | 71.41%-39.4pp | 345.46%-313.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,500 | $7,111-64.8% | $6,710-62.7% | $5,851-57.3% |
| Admin fee / account holder | $1,029 | $12,126-91.5% | $10,265-90.0% | $11,601-91.1% |