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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 | $68,349 | $102,422-33.3% | $147,117-53.5% | $80,959-15.6% |
| Participation rate | 27.8% | 75.9%-48.1pp | 82.2%-54.4pp | 67.7%-39.9pp |
| Annual return | 19.42% | 135.16%-115.7pp | 420.54%-401.1pp | 35.67%-16.2pp |
| Employer contribution / active EE | $28 | $3,717-99.3% | $4,932-99.4% | $2,757-99.0% |
| Participant deferral / active EE | $3,054 | $6,652-54.1% | $8,065-62.1% | $4,300-29.0% |
| Admin fee / account holder | $515 | $7,953-93.5% | $12,993-96.0% | $6,925-92.6% |