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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 | $25,295 | $57,590-56.1% | $86,233-70.7% | $82,448-69.3% |
| Participation rate | 38.6% | 57.9%-19.2pp | 69.0%-30.4pp | 68.1%-29.4pp |
| Annual return | 86.32% | 22.41%+63.9pp | 61.39%+24.9pp | 41.64%+44.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,891 | $3,080-6.1% | $4,559-36.6% | $4,139-30.2% |
| Admin fee / account holder | $15,125 | $4,730+219.8% | $8,342+81.3% | $7,234+109.1% |