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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 | $72,475 | $100,060-27.6% | $149,721-51.6% | $70,126+3.4% |
| Participation rate | 50.0% | 83.6%-33.6pp | 87.1%-37.1pp | 69.5%-19.5pp |
| Annual return | 16.42% | 27.46%-11.0pp | 1501.67%-1485.3pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,942 | $4,982-40.9% | $6,568-55.2% | $3,332-11.7% |
| Admin fee / account holder | $49,139 | $8,285+493.1% | $11,282+335.5% | $4,645+957.8% |