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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 | $42,609 | $75,832-43.8% | $147,617-71.1% | $59,633-28.5% |
| Participation rate | 34.3% | 71.6%-37.3pp | 84.6%-50.3pp | 68.7%-34.4pp |
| Annual return | 0.61% | 0.37%+0.2pp | 61.98%-61.4pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $169 | $3,485-95.1% | $5,564-97.0% | $2,203-92.3% |
| Participant deferral / active EE | $1,425 | $3,131-54.5% | $4,895-70.9% | $3,192-55.3% |
| Admin fee / account holder | $21,968 | $5,986+267.0% | $11,612+89.2% | $4,297+411.2% |