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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 | $20,408 | $104,650-80.5% | $83,854-75.7% | $155,188-86.8% |
| Participation rate | 9.1% | 65.1%-56.0pp | 59.1%-50.0pp | 80.8%-71.7pp |
| Annual return | 8.40% | 28.97%-20.6pp | 31.39%-23.0pp | 148.84%-140.4pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $736 | $2,367-68.9% | $2,035-63.9% | $6,531-88.7% |
| Admin fee / account holder | $21,996 | $3,518+525.2% | $3,197+588.1% | $14,480+51.9% |