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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 | $29,169 | $110,379-73.6% | $102,412-71.5% | $145,884-80.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 15.08% | 24.84%-9.8pp | 24.94%-9.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,200 | $5,622-25.3% | $5,060-17.0% | $6,690-37.2% |
| Admin fee / account holder | $1,081 | $9,745-88.9% | $8,388-87.1% | $13,392-91.9% |