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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 | $71,404 | $90,691-21.3% | $76,119-6.2% | $145,884-51.1% |
| Participation rate | 15.0% | 74.5%-59.5pp | 69.1%-54.1pp | 80.3%-65.3pp |
| Annual return | 10.10% | 624.52%-614.4pp | 361.25%-351.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $68 | $3,329-98.0% | $2,693-97.5% | $4,662-98.5% |
| Participant deferral / active EE | $1,650 | $5,167-68.1% | $4,259-61.3% | $6,690-75.3% |
| Admin fee / account holder | $556 | $8,383-93.4% | $6,421-91.3% | $13,392-95.8% |