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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 | $20,421 | $57,312-64.4% | $86,617-76.4% | $75,181-72.8% |
| Participation rate | 18.8% | 63.2%-44.4pp | 71.7%-53.0pp | 67.2%-48.4pp |
| Annual return | 26.91% | 2672.78%-2645.9pp | 591.91%-565.0pp | 160.69%-133.8pp |
| Employer contribution / active EE | $127 | $2,315-94.5% | $3,023-95.8% | $2,671-95.2% |
| Participant deferral / active EE | $1,270 | $3,319-61.7% | $4,437-71.4% | $4,126-69.2% |
| Admin fee / account holder | $645 | $4,114-84.3% | $5,613-88.5% | $5,650-88.6% |