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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 | $79,224 | $53,837+47.2% | $75,714+4.6% | $85,847-7.7% |
| Participation rate | 50.0% | 69.1%-19.1pp | 74.8%-24.8pp | 69.3%-19.3pp |
| Annual return | 22.05% | 24.54%-2.5pp | 104.62%-82.6pp | 318.61%-296.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,361 | $2,895+16.1% | $3,820-12.0% | $3,952-15.0% |
| Admin fee / account holder | $18,554 | $3,339+455.7% | $3,619+412.7% | $6,261+196.4% |