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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 | $51,631+39.2% | $129,397-44.4% | $80,925-11.2% |
| Participation rate | 47.4% | 56.9%-9.6pp | 69.6%-22.3pp | 67.7%-20.3pp |
| Annual return | 14.57% | 20.77%-6.2pp | 9453.98%-9439.4pp | 35.65%-21.1pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,413 | $2,670-47.1% | $4,167-66.1% | $4,299-67.1% |
| Admin fee / account holder | $887 | $4,309-79.4% | $7,679-88.4% | $6,940-87.2% |