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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 | $33,824 | $148,629-77.2% | $135,982-75.1% | $139,487-75.8% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 32.08% | 79.33%-47.2pp | 68.32%-36.2pp | 373.84%-341.8pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $12,165 | $8,102+50.1% | $7,760+56.8% | $6,713+81.2% |
| Admin fee / account holder | $80,937 | $12,406+552.4% | $10,767+651.7% | $11,407+609.5% |