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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 | $70,514 | $106,003-33.5% | $92,236-23.5% | $147,585-52.2% |
| Participation rate | 53.8% | 80.4%-26.6pp | 76.5%-22.6pp | 82.8%-29.0pp |
| Annual return | 13.06% | 50.05%-37.0pp | 176.29%-163.2pp | 578.57%-565.5pp |
| Employer contribution / active EE | $133 | $4,333-96.9% | $3,679-96.4% | $4,876-97.3% |
| Participant deferral / active EE | $1,940 | $4,478-56.7% | $3,897-50.2% | $5,439-64.3% |
| Admin fee / account holder | $24,310 | $6,333+283.9% | $5,194+368.1% | $10,885+123.3% |