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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 | $21,360 | $29,716-28.1% | $56,077-61.9% | $80,925-73.6% |
| Participation rate | 60.0% | 41.7%+18.3pp | 52.5%+7.5pp | 67.7%-7.7pp |
| Annual return | 18.82% | 35.30%-16.5pp | 1709.28%-1690.5pp | 35.65%-16.8pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,059 | $1,228-13.8% | $1,954-45.8% | $4,299-75.4% |
| Admin fee / account holder | $364 | $2,432-85.0% | $2,825-87.1% | $6,940-94.8% |