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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 | $14,095 | $73,518-80.8% | $63,003-77.6% | $147,585-90.4% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.8%-41.5pp | 82.8%-49.5pp |
| Annual return | 13.20% | 175.46%-162.3pp | 87.59%-74.4pp | 578.57%-565.4pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,246 | $4,183-70.2% | $3,329-62.6% | $5,439-77.1% |
| Admin fee / account holder | $2,218 | $5,952-62.7% | $3,600-38.4% | $10,885-79.6% |