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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 | $26,219 | $61,815-57.6% | $97,295-73.1% | $80,959-67.6% |
| Participation rate | 40.7% | 63.5%-22.7pp | 72.7%-31.9pp | 67.7%-26.9pp |
| Annual return | 84.67% | -558.73%+643.4pp | 75.62%+9.1pp | 35.67%+49.0pp |
| Employer contribution / active EE | $265 | $1,836-85.6% | $2,723-90.3% | $2,757-90.4% |
| Participant deferral / active EE | $1,554 | $3,027-48.7% | $4,264-63.5% | $4,300-63.9% |
| Admin fee / account holder | $431 | $5,166-91.7% | $5,646-92.4% | $6,925-93.8% |