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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 | $17,270 | $53,837-67.9% | $75,714-77.2% | $85,847-79.9% |
| Participation rate | 50.0% | 69.1%-19.1pp | 74.8%-24.8pp | 69.3%-19.3pp |
| Annual return | 33.21% | 24.54%+8.7pp | 104.62%-71.4pp | 318.61%-285.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,989 | $2,895-31.3% | $3,820-47.9% | $3,952-49.7% |
| Admin fee / account holder | $2,022 | $3,339-39.4% | $3,619-44.1% | $6,261-67.7% |