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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 | $13,620 | $70,366-80.6% | $66,674-79.6% | $138,895-90.2% |
| Participation rate | 52.4% | 76.2%-23.8pp | 73.7%-21.3pp | 79.9%-27.5pp |
| Annual return | 14.28% | 386.41%-372.1pp | 321.24%-307.0pp | 145.39%-131.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,227 | $4,374-71.9% | $4,084-69.9% | $6,396-80.8% |
| Admin fee / account holder | $849 | $5,262-83.9% | $5,098-83.3% | $12,562-93.2% |