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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 | $39,230 | $68,412-42.7% | $94,679-58.6% | $75,181-47.8% |
| Participation rate | 59.6% | 76.1%-16.4pp | 80.8%-21.2pp | 67.2%-7.5pp |
| Annual return | 32.49% | 616.91%-584.4pp | 156.75%-124.3pp | 160.69%-128.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,276 | $6,537+72.5% | $7,417+52.0% | $4,126+173.3% |
| Admin fee / account holder | $2,506 | $5,326-52.9% | $7,233-65.4% | $5,650-55.6% |