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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 | $23,820 | $99,921-76.2% | $85,009-72.0% | $145,959-83.7% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.8pp | 80.3%-63.6pp |
| Annual return | 13.83% | 83.89%-70.1pp | 66.47%-52.6pp | 561.95%-548.1pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,084 | $5,293-79.5% | $4,522-76.0% | $6,689-83.8% |
| Admin fee / account holder | $27,768 | $7,252+282.9% | $6,153+351.3% | $13,398+107.3% |