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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 | $61,932 | $99,652-37.9% | $78,778-21.4% | $147,586-58.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 18.31% | 47.28%-29.0pp | 35.62%-17.3pp | 578.59%-560.3pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,300 | $3,664-64.5% | $2,958-56.1% | $5,439-76.1% |
| Admin fee / account holder | $2,945 | $7,155-58.8% | $5,134-42.6% | $10,886-72.9% |