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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 | $50,561 | $150,447-66.4% | $136,298-62.9% | $147,586-65.7% |
| Participation rate | 23.8% | 84.4%-60.6pp | 81.9%-58.1pp | 82.8%-59.0pp |
| Annual return | 11.92% | 1049.15%-1037.2pp | 5156.27%-5144.4pp | 578.59%-566.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,216 | $6,631-51.5% | $6,247-48.5% | $5,439-40.9% |
| Admin fee / account holder | $8,268 | $10,906-24.2% | $9,244-10.6% | $10,886-24.0% |