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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 | $14,768 | $73,421-79.9% | $66,439-77.8% | $155,188-90.5% |
| Participation rate | 46.2% | 79.7%-33.5pp | 74.5%-28.3pp | 80.8%-34.6pp |
| Annual return | 19.17% | 1382.37%-1363.2pp | 757.66%-738.5pp | 148.84%-129.7pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,755 | $4,680-62.5% | $3,876-54.7% | $6,531-73.1% |
| Admin fee / account holder | $1,238 | $8,856-86.0% | $6,173-80.0% | $14,480-91.5% |