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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 | $60,774 | $84,236-27.9% | $170,435-64.3% | $70,126-13.3% |
| Participation rate | 55.6% | 70.8%-15.3pp | 83.6%-28.0pp | 69.5%-14.0pp |
| Annual return | 20.67% | 23.06%-2.4pp | 205.94%-185.3pp | 73.15%-52.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $11,324 | $3,086+267.0% | $4,939+129.3% | $3,332+239.9% |
| Admin fee / account holder | $28,390 | $5,698+398.2% | $13,881+104.5% | $4,645+511.1% |