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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 | $59,400 | $106,005-44.0% | $92,239-35.6% | $147,585-59.8% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 15.50% | 50.05%-34.6pp | 176.29%-160.8pp | 578.58%-563.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,646 | $4,478-40.9% | $3,897-32.1% | $5,439-51.3% |
| Admin fee / account holder | $38,613 | $6,333+509.7% | $5,194+643.4% | $10,886+254.7% |