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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 | $67,095 | $135,956-50.6% | $123,894-45.8% | $273,972-75.5% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 4.09% | 56.63%-52.5pp | 47.52%-43.4pp | 41.46%-37.4pp |
| Employer contribution / active EE | $5 | $5,170-99.9% | $4,617-99.9% | $4,869-99.9% |
| Participant deferral / active EE | $2,497 | $6,343-60.6% | $5,984-58.3% | $5,287-52.8% |
| Admin fee / account holder | $21,214 | $9,817+116.1% | $8,357+153.8% | $10,133+109.4% |