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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 | $53,044 | $148,582-64.3% | $135,942-61.0% | $139,456-62.0% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 12.50% | 79.26%-66.8pp | 68.28%-55.8pp | 373.45%-360.9pp |
| Employer contribution / active EE | $501 | $5,245-90.4% | $4,858-89.7% | $4,753-89.5% |
| Participant deferral / active EE | $2,704 | $8,101-66.6% | $7,759-65.2% | $6,711-59.7% |
| Admin fee / account holder | $389,598 | $12,402+3041.4% | $10,764+3519.4% | $11,407+3315.4% |