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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 | $100,203-76.2% | $85,240-72.1% | $145,897-83.7% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.9pp | 80.3%-63.6pp |
| Annual return | 13.83% | 84.28%-70.4pp | 66.75%-52.9pp | 552.29%-538.5pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,084 | $5,299-79.5% | $4,527-76.1% | $6,689-83.8% |
| Admin fee / account holder | $27,768 | $7,265+282.2% | $6,165+350.4% | $13,390+107.4% |