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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 | $74,033 | $48,284+53.3% | $67,524+9.6% | $80,911-8.5% |
| Participation rate | 18.3% | 66.4%-48.1pp | 72.9%-54.6pp | 67.6%-49.3pp |
| Annual return | 13.65% | 18.27%-4.6pp | 3519.41%-3505.8pp | 35.63%-22.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,163 | $2,927-60.3% | $4,001-70.9% | $4,297-72.9% |
| Admin fee / account holder | $1,114 | $3,688-69.8% | $4,001-72.2% | $6,935-83.9% |