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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 | $24,171 | $64,705-62.6% | $62,929-61.6% | $67,986-64.4% |
| Participation rate | 20.8% | 65.6%-44.8pp | 73.1%-52.3pp | 57.2%-36.4pp |
| Annual return | 17.81% | 20.31%-2.5pp | 1063.93%-1046.1pp | 31.67%-13.9pp |
| Employer contribution / active EE | $304 | $2,376-87.2% | $2,505-87.8% | $2,019-84.9% |
| Participant deferral / active EE | $1,131 | $3,198-64.6% | $3,888-70.9% | $3,358-66.3% |
| Admin fee / account holder | $5,722 | $1,428+300.7% | $5,065+13.0% | $3,203+78.6% |