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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 | $71,892 | $51,638+39.2% | $129,406-44.4% | $80,959-11.2% |
| Participation rate | 47.4% | 56.9%-9.6pp | 69.6%-22.3pp | 67.7%-20.3pp |
| Annual return | 14.57% | 20.78%-6.2pp | 9468.18%-9453.6pp | 35.67%-21.1pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,413 | $2,670-47.1% | $4,167-66.1% | $4,300-67.1% |
| Admin fee / account holder | $887 | $4,313-79.4% | $7,689-88.5% | $6,925-87.2% |