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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 | $18,693 | $48,011-61.1% | $63,803-70.7% | $82,637-77.4% |
| Participation rate | 50.0% | 66.6%-16.6pp | 72.7%-22.7pp | 68.1%-18.1pp |
| Annual return | 13.94% | 19.84%-5.9pp | 543.72%-529.8pp | 53.51%-39.6pp |
| Employer contribution / active EE | $258 | $1,904-86.4% | $2,532-89.8% | $2,552-89.9% |
| Participant deferral / active EE | $1,164 | $2,846-59.1% | $3,843-69.7% | $4,126-71.8% |
| Admin fee / account holder | $1,812 | $3,873-53.2% | $5,196-65.1% | $7,339-75.3% |