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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 | $51,184-63.5% | $66,439-71.9% | $86,983-78.5% |
| Participation rate | 50.0% | 68.5%-18.5pp | 74.5%-24.5pp | 69.5%-19.5pp |
| Annual return | 13.94% | 17.07%-3.1pp | 757.66%-743.7pp | 25.83%-11.9pp |
| Employer contribution / active EE | $258 | $2,023-87.2% | $2,637-90.2% | $2,584-90.0% |
| Participant deferral / active EE | $1,164 | $2,927-60.2% | $3,876-70.0% | $4,194-72.3% |
| Admin fee / account holder | $1,812 | $4,154-56.4% | $6,173-70.6% | $7,856-76.9% |