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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 | $50,305 | $100,895-50.1% | $90,430-44.4% | $158,950-68.4% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.7%-8.4pp | 82.0%-17.7pp |
| Annual return | 7.81% | 1725.54%-1717.7pp | 1293.73%-1285.9pp | 302.91%-295.1pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,433 | $4,347-44.0% | $3,963-38.6% | $5,983-59.3% |
| Admin fee / account holder | $7,134 | $6,505+9.7% | $5,613+27.1% | $11,248-36.6% |