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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 | $20,239 | $27,800-27.2% | $58,507-65.4% | $71,529-71.7% |
| Participation rate | 30.6% | 34.6%-4.0pp | 50.9%-20.2pp | 67.9%-37.3pp |
| Annual return | 20.75% | 26.80%-6.1pp | 4252.32%-4231.6pp | 28.97%-8.2pp |
| Employer contribution / active EE | $16 | $632-97.5% | $1,053-98.5% | $2,590-99.4% |
| Participant deferral / active EE | $615 | $1,208-49.1% | $1,922-68.0% | $4,291-85.7% |
| Admin fee / account holder | $2,072 | $1,637+26.6% | $2,486-16.6% | $1,588+30.5% |