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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 | $11,166 | $29,319-61.9% | $52,425-78.7% | $82,448-86.5% |
| Participation rate | 11.8% | 46.9%-35.1pp | 55.6%-43.9pp | 68.1%-56.3pp |
| Annual return | 28.97% | 535.20%-506.2pp | 302.12%-273.1pp | 41.64%-12.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,219 | $1,171+4.1% | $1,790-31.9% | $4,139-70.5% |
| Admin fee / account holder | $917 | $1,962-53.3% | $2,495-63.2% | $7,234-87.3% |