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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 | $12,501 | $61,125-79.5% | $94,057-86.7% | $87,485-85.7% |
| Participation rate | 10.5% | 64.1%-53.5pp | 73.3%-62.8pp | 68.9%-58.4pp |
| Annual return | 16.44% | 35.20%-18.8pp | 480.62%-464.2pp | 26.06%-9.6pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,317 | $3,260-59.6% | $4,709-72.0% | $4,274-69.2% |
| Admin fee / account holder | $1,063 | $5,629-81.1% | $7,244-85.3% | $7,775-86.3% |