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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 | $50,065 | $82,674-39.4% | $125,381-60.1% | $68,486-26.9% |
| Participation rate | 35.5% | 75.1%-39.6pp | 82.4%-46.9pp | 67.9%-32.4pp |
| Annual return | 59.99% | -5.97%+66.0pp | 572.31%-512.3pp | -7.85%+67.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,631 | $6,111-40.6% | $7,448-51.2% | $4,028-9.8% |
| Admin fee / account holder | $2,633 | $6,277-58.1% | $10,007-73.7% | $5,404-51.3% |