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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 | $13,282 | $107,015-87.6% | $73,545-81.9% | $147,585-91.0% |
| Participation rate | 22.2% | 66.4%-44.2pp | 54.9%-32.7pp | 82.8%-60.6pp |
| Annual return | 13.94% | 38.25%-24.3pp | -15.16%+29.1pp | 578.57%-564.6pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,025 | $2,462-58.3% | $1,806-43.2% | $5,439-81.1% |
| Admin fee / account holder | $1,001 | $3,055-67.2% | $2,320-56.9% | $10,885-90.8% |