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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 | $12,364 | $58,241-78.8% | $81,780-84.9% | $80,911-84.7% |
| Participation rate | 15.3% | 63.4%-48.2pp | 72.4%-57.1pp | 67.6%-52.4pp |
| Annual return | 12.16% | 41.73%-29.6pp | 776.27%-764.1pp | 35.63%-23.5pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $882 | $3,283-73.1% | $4,321-79.6% | $4,297-79.5% |
| Admin fee / account holder | $1,709 | $4,973-65.6% | $7,384-76.8% | $6,935-75.3% |