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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 | $58,600 | $80,812-27.5% | $160,784-63.6% | $82,448-28.9% |
| Participation rate | 62.9% | 66.2%-3.3pp | 77.0%-14.1pp | 68.1%-5.2pp |
| Annual return | 13.59% | 100.59%-87.0pp | 1803.92%-1790.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,729 | $4,335-37.0% | $6,293-56.6% | $4,139-34.1% |
| Admin fee / account holder | $15,238 | $7,695+98.0% | $9,717+56.8% | $7,234+110.6% |