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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 | $16,066 | $49,891-67.8% | $80,607-80.1% | $75,181-78.6% |
| Participation rate | 56.8% | 55.3%+1.4pp | 67.0%-10.3pp | 67.2%-10.4pp |
| Annual return | 37.31% | 34.67%+2.6pp | 936.11%-898.8pp | 160.69%-123.4pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,537 | $2,991+152.0% | $4,448+69.5% | $4,126+82.7% |
| Admin fee / account holder | $3,859 | $3,578+7.9% | $5,379-28.3% | $5,650-31.7% |