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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 | $53,602 | $103,038-48.0% | $90,324-40.7% | $152,909-64.9% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 16.02% | 95.25%-79.2pp | 78.15%-62.1pp | 345.46%-329.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,774 | $4,282+58.2% | $3,885+74.3% | $5,851+15.8% |
| Admin fee / account holder | $1,106 | $6,177-82.1% | $5,356-79.3% | $11,601-90.5% |