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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 | $41,590 | $97,125-57.2% | $86,233-51.8% | $137,256-69.7% |
| Participation rate | 53.8% | 74.2%-20.4pp | 69.0%-15.2pp | 80.0%-26.1pp |
| Annual return | 16.57% | 74.19%-57.6pp | 61.39%-44.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,139 | $5,180+134.4% | $4,559+166.3% | $6,407+89.5% |
| Admin fee / account holder | $13,627 | $9,725+40.1% | $8,342+63.4% | $12,270+11.1% |