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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 | $14,232 | $103,038-86.2% | $90,324-84.2% | $152,909-90.7% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.5%-45.0pp |
| Annual return | 25.57% | 95.25%-69.7pp | 78.15%-52.6pp | 345.46%-319.9pp |
| Employer contribution / active EE | $138 | $3,141-95.6% | $2,856-95.2% | $4,764-97.1% |
| Participant deferral / active EE | $1,696 | $4,282-60.4% | $3,885-56.4% | $5,851-71.0% |
| Admin fee / account holder | $321 | $6,177-94.8% | $5,356-94.0% | $11,601-97.2% |