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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 | $50,449 | $60,504-16.6% | $81,882-38.4% | $74,478-32.3% |
| Participation rate | 25.5% | 62.9%-37.5pp | 72.4%-46.9pp | 67.2%-41.8pp |
| Annual return | 14.71% | 16.91%-2.2pp | 779.47%-764.8pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $321 | $2,627-87.8% | $2,916-89.0% | $2,626-87.8% |
| Participant deferral / active EE | $1,935 | $3,400-43.1% | $4,323-55.2% | $4,350-55.5% |
| Admin fee / account holder | $9,111 | $1,492+510.7% | $7,360+23.8% | $1,946+368.2% |