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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 | $52,144 | $124,346-58.1% | $111,308-53.2% | $167,536-68.9% |
| Participation rate | 52.2% | 79.6%-27.5pp | 77.3%-25.1pp | 82.1%-29.9pp |
| Annual return | 12.11% | 37.45%-25.3pp | 54.67%-42.6pp | 478.82%-466.7pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,474 | $5,182-52.3% | $4,487-44.9% | $6,342-61.0% |
| Admin fee / account holder | $2,086 | $10,621-80.4% | $7,965-73.8% | $12,315-83.1% |