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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 | $41,425 | $107,363-61.4% | $92,909-55.4% | $152,897-72.9% |
| Participation rate | 35.7% | 79.8%-44.1pp | 76.0%-40.3pp | 82.5%-46.7pp |
| Annual return | 26.13% | 145.63%-119.5pp | 109.44%-83.3pp | 345.43%-319.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,824 | $4,848-62.4% | $4,238-57.0% | $5,851-68.8% |
| Admin fee / account holder | $671 | $7,082-90.5% | $5,795-88.4% | $11,599-94.2% |