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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 | $13,571 | $58,234-76.7% | $81,783-83.4% | $80,874-83.2% |
| Participation rate | 21.6% | 63.4%-41.8pp | 72.4%-50.7pp | 67.6%-46.0pp |
| Annual return | 13.61% | 41.70%-28.1pp | 775.05%-761.4pp | 35.62%-22.0pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,722 | $3,283-47.5% | $4,320-60.1% | $4,297-59.9% |
| Admin fee / account holder | $6,604 | $4,982+32.6% | $7,380-10.5% | $6,935-4.8% |