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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 | $39,283 | $111,830-64.9% | $93,696-58.1% | $145,884-73.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 11.07% | 204.08%-193.0pp | 133.74%-122.7pp | 551.85%-540.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,589 | $4,920-27.1% | $4,417-18.7% | $6,690-46.4% |
| Admin fee / account holder | $361 | $10,249-96.5% | $8,287-95.6% | $13,392-97.3% |