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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 | $56,115 | $150,207-62.6% | $120,380-53.4% | $145,978-61.6% |
| Participation rate | 42.9% | 78.8%-35.9pp | 71.9%-29.1pp | 80.3%-37.4pp |
| Annual return | 10.22% | 154.28%-144.1pp | 107.28%-97.1pp | 550.52%-540.3pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,590 | $6,175-25.7% | $4,992-8.1% | $6,690-31.4% |
| Admin fee / account holder | $29,272 | $12,203+139.9% | $9,421+210.7% | $13,400+118.4% |