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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 | $49,309 | $100,139-50.8% | $85,187-42.1% | $145,884-66.2% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 9.50% | 84.15%-74.7pp | 66.67%-57.2pp | 551.85%-542.3pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,296 | $5,296+37.8% | $4,525+61.2% | $6,690+9.1% |
| Admin fee / account holder | $2,273 | $7,262-68.7% | $6,162-63.1% | $13,392-83.0% |