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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 | $28,603 | $58,275-50.9% | $81,844-65.1% | $80,935-64.7% |
| Participation rate | 68.3% | 63.5%+4.8pp | 72.4%-4.1pp | 67.7%+0.6pp |
| Annual return | 16.76% | 41.82%-25.1pp | 778.87%-762.1pp | 35.66%-18.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,723 | $3,285+196.0% | $4,323+124.9% | $4,299+126.1% |
| Admin fee / account holder | $11,895 | $4,749+150.5% | $7,355+61.7% | $6,924+71.8% |