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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 | $32,193 | $48,570-33.7% | $130,660-75.4% | $72,983-55.9% |
| Participation rate | 24.4% | 58.6%-34.1pp | 71.7%-47.3pp | 69.5%-45.0pp |
| Annual return | 21.76% | 38.63%-16.9pp | 1709.29%-1687.5pp | 81.01%-59.2pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,590 | $2,384+8.6% | $3,603-28.1% | $3,608-28.2% |
| Admin fee / account holder | $2,797 | $3,549-21.2% | $5,463-48.8% | $5,124-45.4% |