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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 | $67,039 | $70,666-5.1% | $169,385-60.4% | $75,181-10.8% |
| Participation rate | 58.1% | 64.8%-6.6pp | 77.2%-19.0pp | 67.2%-9.1pp |
| Annual return | 21.88% | 36.37%-14.5pp | 405.82%-383.9pp | 160.69%-138.8pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,305 | $4,308+46.3% | $6,221+1.4% | $4,126+52.8% |
| Admin fee / account holder | $5,107 | $5,402-5.5% | $9,011-43.3% | $5,650-9.6% |