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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 | $15,052 | $60,393-75.1% | $81,820-81.6% | $74,429-79.8% |
| Participation rate | 38.5% | 62.9%-24.4pp | 72.4%-33.9pp | 67.2%-28.7pp |
| Annual return | 15.27% | 16.89%-1.6pp | 777.93%-762.7pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $310 | $2,626-88.2% | $2,915-89.4% | $2,625-88.2% |
| Participant deferral / active EE | $1,205 | $3,397-64.5% | $4,323-72.1% | $4,348-72.3% |
| Admin fee / account holder | $870 | $1,491-41.6% | $7,391-88.2% | $1,944-55.2% |