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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 | $70,168 | $73,397-4.4% | $178,014-60.6% | $74,546-5.9% |
| Participation rate | 37.9% | 66.6%-28.7pp | 77.1%-39.2pp | 67.2%-29.3pp |
| Annual return | 13.41% | 17.49%-4.1pp | 294.80%-281.4pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $14 | $2,217-99.4% | $3,950-99.6% | $2,624-99.5% |
| Participant deferral / active EE | $2,159 | $4,512-52.2% | $6,276-65.6% | $4,347-50.3% |
| Admin fee / account holder | $4,800 | $1,809+165.3% | $10,362-53.7% | $1,944+147.0% |