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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 | $48,521 | $117,444-58.7% | $99,479-51.2% | $152,909-68.3% |
| Participation rate | 16.7% | 77.5%-60.9pp | 73.8%-57.2pp | 82.5%-65.8pp |
| Annual return | 24.03% | 31.87%-7.8pp | 30.72%-6.7pp | 345.46%-321.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,838 | $4,086-30.6% | $3,619-21.6% | $5,851-51.5% |
| Admin fee / account holder | $96,669 | $7,635+1166.1% | $6,253+1446.0% | $11,601+733.3% |