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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 | $64,440 | $107,363-40.0% | $92,909-30.6% | $152,897-57.9% |
| Participation rate | 21.1% | 79.8%-58.7pp | 76.0%-55.0pp | 82.5%-61.4pp |
| Annual return | 21.82% | 145.63%-123.8pp | 109.44%-87.6pp | 345.43%-323.6pp |
| Employer contribution / active EE | $493 | $4,222-88.3% | $3,653-86.5% | $4,764-89.7% |
| Participant deferral / active EE | $1,976 | $4,848-59.2% | $4,238-53.4% | $5,851-66.2% |
| Admin fee / account holder | $20,314 | $7,082+186.9% | $5,795+250.5% | $11,599+75.1% |