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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 | $25,371 | $30,423-16.6% | $56,025-54.7% | $74,478-65.9% |
| Participation rate | 29.6% | 32.9%-3.3pp | 52.5%-22.9pp | 67.2%-37.7pp |
| Annual return | 15.91% | 24.97%-9.1pp | 1712.69%-1696.8pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $19 | $610-96.8% | $1,042-98.1% | $2,626-99.3% |
| Participant deferral / active EE | $571 | $1,176-51.5% | $1,955-70.8% | $4,350-86.9% |
| Admin fee / account holder | $2,920 | $2,363+23.6% | $2,828+3.2% | $1,946+50.1% |