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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 | $19,126 | $63,861-70.1% | $104,639-81.7% | $79,856-76.0% |
| Participation rate | 43.6% | 64.9%-21.3pp | 74.1%-30.4pp | 69.6%-26.0pp |
| Annual return | 19.79% | 21.30%-1.5pp | 340.67%-320.9pp | 31.71%-11.9pp |
| Employer contribution / active EE | $89 | $1,588-94.4% | $2,682-96.7% | $2,471-96.4% |
| Participant deferral / active EE | $1,018 | $2,693-62.2% | $3,738-72.8% | $3,741-72.8% |
| Admin fee / account holder | $602 | $4,185-85.6% | $6,465-90.7% | $5,306-88.6% |