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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 | $12,291 | $77,901-84.2% | $149,717-91.8% | $75,181-83.7% |
| Participation rate | 22.4% | 65.6%-43.1pp | 78.8%-56.3pp | 67.2%-44.7pp |
| Annual return | 65.63% | 31.73%+33.9pp | 134.41%-68.8pp | 160.69%-95.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,604 | $3,411-53.0% | $5,682-71.8% | $4,126-61.1% |
| Admin fee / account holder | $12,157 | $5,949+104.4% | $13,213-8.0% | $5,650+115.2% |