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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 | $52,539 | $107,368-51.1% | $92,915-43.5% | $152,909-65.6% |
| Participation rate | 35.7% | 79.8%-44.1pp | 76.0%-40.3pp | 82.5%-46.7pp |
| Annual return | 19.52% | 145.64%-126.1pp | 109.45%-89.9pp | 345.46%-325.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,619 | $4,848-66.6% | $4,238-61.8% | $5,851-72.3% |
| Admin fee / account holder | $2,704 | $7,082-61.8% | $5,796-53.3% | $11,601-76.7% |