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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 | $52,267 | $65,434-20.1% | $98,483-46.9% | $85,847-39.1% |
| Participation rate | 60.7% | 65.0%-4.3pp | 73.3%-12.6pp | 69.3%-8.6pp |
| Annual return | 16.46% | 21.75%-5.3pp | 1494.38%-1477.9pp | 318.61%-302.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,174 | $3,168+94.9% | $4,276+44.4% | $3,952+56.2% |
| Admin fee / account holder | $518 | $4,595-88.7% | $5,953-91.3% | $6,261-91.7% |