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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 | $14,684 | $77,908-81.2% | $149,696-90.2% | $75,173-80.5% |
| Participation rate | 50.7% | 65.6%-14.9pp | 78.8%-28.1pp | 67.2%-16.5pp |
| Annual return | 42.99% | 31.73%+11.3pp | 134.46%-91.5pp | 160.72%-117.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,338 | $3,411-60.8% | $5,682-76.5% | $4,126-67.6% |
| Admin fee / account holder | $8,323 | $5,950+39.9% | $13,212-37.0% | $5,651+47.3% |