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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 | $69,532 | $58,241+19.4% | $81,780-15.0% | $80,911-14.1% |
| Participation rate | 14.6% | 63.4%-48.9pp | 72.4%-57.8pp | 67.6%-53.1pp |
| Annual return | 18.90% | 41.73%-22.8pp | 776.27%-757.4pp | 35.63%-16.7pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,042 | $3,283-68.2% | $4,321-75.9% | $4,297-75.7% |
| Admin fee / account holder | $2,245 | $4,973-54.8% | $7,384-69.6% | $6,935-67.6% |