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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 | $15,276 | $52,353-70.8% | $120,225-87.3% | $82,448-81.5% |
| Participation rate | 25.0% | 58.3%-33.3pp | 69.6%-44.6pp | 68.1%-43.1pp |
| Annual return | 19.96% | 61.85%-41.9pp | 439.23%-419.3pp | 41.64%-21.7pp |
| Employer contribution / active EE | $180 | $1,510-88.1% | $3,475-94.8% | $2,551-92.9% |
| Participant deferral / active EE | $1,904 | $2,627-27.5% | $3,999-52.4% | $4,139-54.0% |
| Admin fee / account holder | $1,749 | $4,363-59.9% | $5,696-69.3% | $7,234-75.8% |