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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 | $41,578 | $106,008-60.8% | $92,240-54.9% | $147,586-71.8% |
| Participation rate | 46.2% | 80.4%-34.3pp | 76.5%-30.3pp | 82.8%-36.7pp |
| Annual return | 13.02% | 50.05%-37.0pp | 176.29%-163.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,368 | $4,478-47.1% | $3,897-39.2% | $5,439-56.5% |
| Admin fee / account holder | $6,598 | $6,333+4.2% | $5,194+27.0% | $10,886-39.4% |