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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 | $26,302 | $51,642-49.1% | $129,384-79.7% | $80,935-67.5% |
| Participation rate | 37.5% | 56.9%-19.4pp | 69.6%-32.1pp | 67.7%-30.2pp |
| Annual return | 11.62% | 20.78%-9.2pp | 9461.77%-9450.2pp | 35.66%-24.0pp |
| Employer contribution / active EE | $74 | $1,583-95.3% | $4,153-98.2% | $2,757-97.3% |
| Participant deferral / active EE | $958 | $2,670-64.1% | $4,166-77.0% | $4,299-77.7% |
| Admin fee / account holder | $513 | $4,312-88.1% | $7,686-93.3% | $6,924-92.6% |