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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 | $53,135 | $123,155-56.9% | $108,753-51.1% | $155,188-65.8% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 21.15% | 44.73%-23.6pp | 37.47%-16.3pp | 148.84%-127.7pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $16,772 | $4,623+262.8% | $4,115+307.6% | $6,531+156.8% |
| Admin fee / account holder | $1,937 | $12,126-84.0% | $10,320-81.2% | $14,480-86.6% |