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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 | $56,431-72.9% | $130,788-88.3% | $87,485-82.5% |
| Participation rate | 25.0% | 58.9%-33.9pp | 70.1%-45.1pp | 68.9%-43.9pp |
| Annual return | 19.96% | 91.27%-71.3pp | 386.44%-366.5pp | 26.06%-6.1pp |
| Employer contribution / active EE | $180 | $1,549-88.4% | $3,558-94.9% | $2,596-93.1% |
| Participant deferral / active EE | $1,904 | $2,749-30.7% | $4,137-54.0% | $4,274-55.4% |
| Admin fee / account holder | $1,749 | $4,433-60.5% | $6,673-73.8% | $7,775-77.5% |