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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 | $41,529 | $110,629-62.5% | $80,784-48.6% | $167,553-75.2% |
| Participation rate | 11.1% | 64.0%-52.8pp | 54.2%-43.1pp | 82.1%-71.0pp |
| Annual return | 244.91% | 120.58%+124.3pp | 87.31%+157.6pp | 478.89%-234.0pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $426 | $2,871-85.1% | $2,145-80.1% | $6,343-93.3% |
| Admin fee / account holder | $42,535 | $4,547+835.5% | $3,380+1158.4% | $12,316+245.4% |