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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 | $100,642 | $124,346-19.1% | $111,306-9.6% | $167,553-39.9% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 16.28% | 37.46%-21.2pp | 54.67%-38.4pp | 478.89%-462.6pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,732-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,199 | $5,182+19.6% | $4,488+38.1% | $6,343-2.3% |
| Admin fee / account holder | $912 | $10,623-91.4% | $7,966-88.5% | $12,316-92.6% |