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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 | $4,270 | $70,366-93.9% | $66,674-93.6% | $138,895-96.9% |
| Participation rate | 15.4% | 76.2%-60.8pp | 73.7%-58.3pp | 79.9%-64.5pp |
| Annual return | 326.91% | 386.41%-59.5pp | 321.24%+5.7pp | 145.39%+181.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,665 | $4,374-61.9% | $4,084-59.2% | $6,396-74.0% |
| Admin fee / account holder | $7,097 | $5,262+34.9% | $5,098+39.2% | $12,562-43.5% |