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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 | $38,248 | $116,167-67.1% | $64,489-40.7% | $137,256-72.1% |
| Participation rate | 57.1% | 68.2%-11.0pp | 67.7%-10.6pp | 80.0%-22.8pp |
| Annual return | 12.58% | 36.55%-24.0pp | 55.03%-42.4pp | 220.34%-207.8pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,213 | $4,215-47.5% | $2,778-20.3% | $6,407-65.5% |
| Admin fee / account holder | $82,529 | $6,188+1233.7% | $4,260+1837.3% | $12,270+572.6% |