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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 | $101,878 | $124,346-18.1% | $111,306-8.5% | $167,553-39.2% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 21.74% | 37.46%-15.7pp | 54.67%-32.9pp | 478.89%-457.2pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,110 | $5,182-59.3% | $4,488-53.0% | $6,343-66.7% |
| Admin fee / account holder | $27,365 | $10,623+157.6% | $7,966+243.5% | $12,316+122.2% |