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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 | $17,337 | $76,407-77.3% | $150,298-88.5% | $82,448-79.0% |
| Participation rate | 65.5% | 66.4%-0.9pp | 77.8%-12.2pp | 68.1%-2.6pp |
| Annual return | 312.20% | 39.99%+272.2pp | 62.79%+249.4pp | 41.64%+270.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,762 | $3,214-14.1% | $5,453-49.3% | $4,139-33.3% |
| Admin fee / account holder | $886 | $6,352-86.1% | $14,116-93.7% | $7,234-87.8% |