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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 | $65,816 | $100,073-34.2% | $85,126-22.7% | $145,877-54.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 15.27% | 84.11%-68.8pp | 66.63%-51.4pp | 551.28%-536.0pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,510 | $5,294-52.6% | $4,523-44.5% | $6,691-62.5% |
| Admin fee / account holder | $538 | $7,261-92.6% | $6,160-91.3% | $13,402-96.0% |