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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 | $13,536 | $49,199-72.5% | $121,204-88.8% | $75,173-82.0% |
| Participation rate | 44.7% | 55.4%-10.7pp | 69.5%-24.8pp | 67.2%-22.5pp |
| Annual return | 30.38% | 56.04%-25.7pp | 987.18%-956.8pp | 160.72%-130.3pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,240 | $2,630-14.8% | $4,083-45.1% | $4,126-45.7% |
| Admin fee / account holder | $1,063 | $3,946-73.1% | $5,651-81.2% | $5,651-81.2% |