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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 | $99,995-76.2% | $85,063-72.0% | $145,978-83.7% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.8pp | 80.3%-63.6pp |
| Annual return | 13.83% | 83.99%-70.2pp | 66.54%-52.7pp | 550.52%-536.7pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,084 | $5,295-79.5% | $4,523-76.0% | $6,690-83.8% |
| Admin fee / account holder | $27,768 | $7,255+282.7% | $6,155+351.1% | $13,400+107.2% |