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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 | $15,318 | $50,554-69.7% | $67,681-77.4% | $87,485-82.5% |
| Participation rate | 26.9% | 67.7%-40.8pp | 73.7%-46.8pp | 68.9%-42.0pp |
| Annual return | 13.11% | 17.81%-4.7pp | 590.58%-577.5pp | 26.06%-13.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,086 | $2,961-63.3% | $3,976-72.7% | $4,274-74.6% |
| Admin fee / account holder | $6,450 | $4,132+56.1% | $6,100+5.7% | $7,775-17.0% |