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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 | $46,520 | $209,425-77.8% | $178,499-73.9% | $158,966-70.7% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 11.18% | 188.80%-177.6pp | 151.10%-139.9pp | 302.95%-291.8pp |
| Employer contribution / active EE | $1,098 | $5,707-80.8% | $5,011-78.1% | $4,762-76.9% |
| Participant deferral / active EE | $3,109 | $5,955-47.8% | $5,202-40.2% | $5,983-48.0% |
| Admin fee / account holder | $86,515 | $17,078+406.6% | $13,986+518.6% | $11,250+669.0% |