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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 | $31,461 | $57,312-45.1% | $86,617-63.7% | $75,181-58.2% |
| Participation rate | 68.0% | 63.2%+4.8pp | 71.7%-3.7pp | 67.2%+0.8pp |
| Annual return | 19.07% | 2672.78%-2653.7pp | 591.91%-572.8pp | 160.69%-141.6pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,597 | $3,319-51.9% | $4,437-64.0% | $4,126-61.3% |
| Admin fee / account holder | $558 | $4,114-86.4% | $5,613-90.1% | $5,650-90.1% |