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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 | $19,478 | $111,785-82.6% | $93,669-79.2% | $145,877-86.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 13.76% | 203.79%-190.0pp | 133.59%-119.8pp | 551.28%-537.5pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,850 | $4,919+79.9% | $4,416+100.4% | $6,691+32.3% |
| Admin fee / account holder | $665 | $10,256-93.5% | $8,291-92.0% | $13,402-95.0% |