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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 | $50,106 | $162,136-69.1% | $152,301-67.1% | $154,746-67.6% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 111.15% | 91.02%+20.1pp | 80.50%+30.6pp | 172.34%-61.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $16,284 | $8,341+95.2% | $8,004+103.5% | $6,730+142.0% |
| Admin fee / account holder | $2,307 | $15,759-85.4% | $14,398-84.0% | $14,365-83.9% |