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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 | $21,165 | $154,228-86.3% | $145,433-85.4% | $137,256-84.6% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 68.26% | 74.59%-6.3pp | 66.58%+1.7pp | 220.34%-152.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,851 | $8,216-16.6% | $7,897-13.2% | $6,407+6.9% |
| Admin fee / account holder | $3,481 | $14,344-75.7% | $13,129-73.5% | $12,270-71.6% |