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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 | $70,959 | $48,053+47.7% | $84,623-16.1% | $72,983-2.8% |
| Participation rate | 16.7% | 57.6%-40.9pp | 68.2%-51.6pp | 69.5%-52.8pp |
| Annual return | 46.11% | 37.39%+8.7pp | 258.77%-212.7pp | 81.01%-34.9pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,386 | $2,681-48.3% | $3,899-64.5% | $3,608-61.6% |
| Admin fee / account holder | $4,730 | $3,395+39.3% | $4,913-3.7% | $5,124-7.7% |