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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 | $68,087 | $95,406-28.6% | $185,849-63.4% | $85,847-20.7% |
| Participation rate | 38.1% | 68.8%-30.7pp | 81.7%-43.6pp | 69.3%-31.2pp |
| Annual return | 16.49% | 23.59%-7.1pp | 122.10%-105.6pp | 318.61%-302.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,365 | $3,424-60.1% | $5,569-75.5% | $3,952-65.5% |
| Admin fee / account holder | $45,287 | $7,214+527.7% | $16,244+178.8% | $6,261+623.4% |