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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 | $49,178 | $165,584-70.3% | $142,942-65.6% | $137,256-64.2% |
| Participation rate | 42.9% | 80.1%-37.2pp | 76.8%-34.0pp | 80.0%-37.1pp |
| Annual return | 9.71% | 164.22%-154.5pp | 113.70%-104.0pp | 220.34%-210.6pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,189 | $8,194-48.9% | $7,128-41.2% | $6,407-34.6% |
| Admin fee / account holder | $351 | $16,167-97.8% | $12,475-97.2% | $12,270-97.1% |