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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 | $47,877 | $223,823-78.6% | $211,142-77.3% | $154,746-69.1% |
| Participation rate | 40.0% | 87.9%-47.9pp | 87.3%-47.3pp | 80.7%-40.7pp |
| Annual return | 11.16% | 50.39%-39.2pp | 46.84%-35.7pp | 172.34%-161.2pp |
| Employer contribution / active EE | $1,138 | $6,787-83.2% | $6,442-82.3% | $4,379-74.0% |
| Participant deferral / active EE | $7,134 | $9,750-26.8% | $9,284-23.2% | $6,730+6.0% |
| Admin fee / account holder | $62,209 | $19,707+215.7% | $19,076+226.1% | $14,365+333.0% |