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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 | $56,560 | $150,412-62.4% | $120,574-53.1% | $145,884-61.2% |
| Participation rate | 56.3% | 78.8%-22.5pp | 71.9%-15.7pp | 80.3%-24.1pp |
| Annual return | 9.95% | 154.50%-144.6pp | 107.42%-97.5pp | 551.85%-541.9pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,246 | $6,175+65.9% | $4,996+105.1% | $6,690+53.2% |
| Admin fee / account holder | $4,170 | $12,224-65.9% | $9,445-55.9% | $13,392-68.9% |