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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 | $42,508 | $59,448-28.5% | $93,696-54.6% | $74,459-42.9% |
| Participation rate | 37.8% | 59.6%-21.9pp | 68.7%-30.9pp | 67.2%-29.4pp |
| Annual return | 18.70% | 82.11%-63.4pp | 133.74%-115.0pp | 1369.70%-1351.0pp |
| Employer contribution / active EE | $94 | $1,266-92.6% | $2,422-96.1% | $2,626-96.4% |
| Participant deferral / active EE | $1,839 | $3,052-39.7% | $4,417-58.4% | $4,350-57.7% |
| Admin fee / account holder | $5,327 | $3,027+76.0% | $8,287-35.7% | $1,945+173.9% |