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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 | $65,547 | $100,203-34.6% | $85,240-23.1% | $145,897-55.1% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 10.46% | 84.28%-73.8pp | 66.75%-56.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,750 | $5,299-29.2% | $4,527-17.2% | $6,689-43.9% |
| Admin fee / account holder | $2,135 | $7,265-70.6% | $6,165-65.4% | $13,390-84.1% |