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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 | $13,154 | $45,087-70.8% | $69,483-81.1% | $72,976-82.0% |
| Participation rate | 65.3% | 68.5%-3.1pp | 74.6%-9.3pp | 69.5%-4.2pp |
| Annual return | 66.22% | 22.67%+43.5pp | 28.99%+37.2pp | 81.02%-14.8pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $795 | $2,603-69.4% | $3,537-77.5% | $3,608-78.0% |
| Admin fee / account holder | $2,352 | $3,057-23.1% | $3,841-38.8% | $5,124-54.1% |