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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 | $47,101 | $100,970-53.4% | $96,576-51.2% | $137,256-65.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 13.66% | 38.16%-24.5pp | 38.47%-24.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,250 | $8,286+23.7% | $7,956+28.8% | $6,407+60.0% |
| Admin fee / account holder | $540 | $11,312-95.2% | $11,381-95.3% | $12,270-95.6% |