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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 | $55,985 | $63,346-11.6% | $92,240-39.3% | $70,126-20.2% |
| Participation rate | 63.2% | 68.7%-5.5pp | 76.5%-13.3pp | 69.5%-6.4pp |
| Annual return | 13.66% | 530.19%-516.5pp | 176.29%-162.6pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,488 | $2,854-47.9% | $3,897-61.8% | $3,332-55.4% |
| Admin fee / account holder | $13,262 | $3,841+245.3% | $5,194+155.3% | $4,645+185.5% |