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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 | $20,920 | $49,164-57.4% | $121,169-82.7% | $75,181-72.2% |
| Participation rate | 20.0% | 55.4%-35.4pp | 69.5%-49.5pp | 67.2%-47.2pp |
| Annual return | 142.59% | 56.03%+86.6pp | 986.71%-844.1pp | 160.69%-18.1pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,000 | $2,628-62.0% | $4,083-75.5% | $4,126-75.8% |
| Admin fee / account holder | $18,820 | $3,942+377.4% | $5,645+233.4% | $5,650+233.1% |