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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 | $34,717 | $67,823-48.8% | $52,425-33.8% | $137,256-74.7% |
| Participation rate | 57.1% | 63.9%-6.8pp | 55.6%+1.5pp | 80.0%-22.8pp |
| Annual return | 19.17% | 219.11%-199.9pp | 302.12%-283.0pp | 220.34%-201.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,109 | $2,288+429.2% | $1,790+576.3% | $6,407+89.0% |
| Admin fee / account holder | $7,057 | $2,844+148.1% | $2,495+182.9% | $12,270-42.5% |