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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 | $49,312 | $168,636-70.8% | $147,618-66.6% | $125,388-60.7% |
| Participation rate | 21.1% | 88.8%-67.7pp | 84.6%-63.6pp | 83.2%-62.1pp |
| Annual return | -0.80% | 77.65%-78.5pp | 61.98%-62.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,045 | $6,252-83.3% | $5,565-81.2% | $4,866-78.5% |
| Participant deferral / active EE | $2,207 | $5,507-59.9% | $4,895-54.9% | $5,352-58.8% |
| Admin fee / account holder | $37,065 | $13,580+172.9% | $11,612+219.2% | $9,541+288.5% |