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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 | $18,587 | $82,674-77.5% | $125,381-85.2% | $68,486-72.9% |
| Participation rate | 57.6% | 75.1%-17.5pp | 82.4%-24.8pp | 67.9%-10.3pp |
| Annual return | 92.20% | -5.97%+98.2pp | 572.31%-480.1pp | -7.85%+100.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,771 | $6,111-5.6% | $7,448-22.5% | $4,028+43.3% |
| Admin fee / account holder | $530 | $6,277-91.6% | $10,007-94.7% | $5,404-90.2% |