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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 | $19,615 | $55,453-64.6% | $170,435-88.5% | $62,293-68.5% |
| Participation rate | 25.7% | 66.4%-40.7pp | 83.6%-57.9pp | 69.5%-43.8pp |
| Annual return | 20.43% | 21.38%-0.9pp | 205.94%-185.5pp | 28.90%-8.5pp |
| Employer contribution / active EE | $91 | $2,164-95.8% | $5,432-98.3% | $2,042-95.6% |
| Participant deferral / active EE | $795 | $2,303-65.5% | $4,939-83.9% | $3,169-74.9% |
| Admin fee / account holder | $1,282 | $455+181.6% | $13,881-90.8% | $479+167.4% |