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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 | $30,851 | $58,258-47.0% | $81,820-62.3% | $80,925-61.9% |
| Participation rate | 69.2% | 63.5%+5.8pp | 72.4%-3.2pp | 67.7%+1.6pp |
| Annual return | 28.75% | 41.76%-13.0pp | 777.93%-749.2pp | 35.65%-6.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,972 | $3,284+51.4% | $4,323+15.0% | $4,299+15.7% |
| Admin fee / account holder | $1,221 | $4,976-75.5% | $7,391-83.5% | $6,940-82.4% |