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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 | $71,982 | $150,207-52.1% | $120,380-40.2% | $145,978-50.7% |
| Participation rate | 52.6% | 78.8%-26.1pp | 71.9%-19.3pp | 80.3%-27.7pp |
| Annual return | 10.17% | 154.28%-144.1pp | 107.28%-97.1pp | 550.52%-540.3pp |
| Employer contribution / active EE | $252 | $4,351-94.2% | $3,465-92.7% | $4,662-94.6% |
| Participant deferral / active EE | $2,274 | $6,175-63.2% | $4,992-54.5% | $6,690-66.0% |
| Admin fee / account holder | $31,994 | $12,203+162.2% | $9,421+239.6% | $13,400+138.8% |