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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 | $14,130 | $80,812-82.5% | $160,784-91.2% | $82,448-82.9% |
| Participation rate | 59.3% | 66.2%-7.0pp | 77.0%-17.7pp | 68.1%-8.8pp |
| Annual return | 28.61% | 100.59%-72.0pp | 1803.92%-1775.3pp | 41.64%-13.0pp |
| Employer contribution / active EE | $99 | $2,174-95.4% | $3,733-97.3% | $2,551-96.1% |
| Participant deferral / active EE | $1,417 | $4,335-67.3% | $6,293-77.5% | $4,139-65.8% |
| Admin fee / account holder | $3,008 | $7,695-60.9% | $9,717-69.0% | $7,234-58.4% |