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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 | $47,037 | $100,060-53.0% | $149,721-68.6% | $70,126-32.9% |
| Participation rate | 44.4% | 83.6%-39.1pp | 87.1%-42.6pp | 69.5%-25.1pp |
| Annual return | 17.35% | 27.46%-10.1pp | 1501.67%-1484.3pp | 73.15%-55.8pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,340 | $4,982+7.2% | $6,568-18.7% | $3,332+60.3% |
| Admin fee / account holder | $7,356 | $8,285-11.2% | $11,282-34.8% | $4,645+58.3% |