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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 | $42,997 | $62,409-31.1% | $120,574-64.3% | $74,459-42.3% |
| Participation rate | 30.2% | 56.8%-26.6pp | 71.9%-41.8pp | 67.2%-37.1pp |
| Annual return | 62.89% | 18.62%+44.3pp | 107.42%-44.5pp | 1369.70%-1306.8pp |
| Employer contribution / active EE | $0 | $1,847-100.0% | $3,471-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,196 | $2,888-24.0% | $4,996-56.1% | $4,350-49.5% |
| Admin fee / account holder | $2,403 | $2,394+0.4% | $9,445-74.6% | $1,945+23.5% |