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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 | $56,420 | $101,672-44.5% | $147,117-61.6% | $74,478-24.2% |
| Participation rate | 44.2% | 75.5%-31.3pp | 82.2%-38.0pp | 67.2%-23.0pp |
| Annual return | 15.33% | 8757.83%-8742.5pp | 420.54%-405.2pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $735 | $3,813-80.7% | $4,932-85.1% | $2,626-72.0% |
| Participant deferral / active EE | $3,570 | $7,305-51.1% | $8,065-55.7% | $4,350-17.9% |
| Admin fee / account holder | $8,421 | $1,753+380.3% | $12,993-35.2% | $1,946+332.8% |