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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 | $58,311-76.7% | $81,882-83.4% | $80,959-83.2% |
| Participation rate | 21.6% | 63.5%-41.9pp | 72.4%-50.8pp | 67.7%-46.0pp |
| Annual return | 13.61% | 41.85%-28.2pp | 779.47%-765.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,722 | $3,287-47.6% | $4,323-60.2% | $4,300-59.9% |
| Admin fee / account holder | $6,604 | $4,752+39.0% | $7,360-10.3% | $6,925-4.6% |