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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 | $27,611 | $43,730-36.9% | $66,674-58.6% | $64,097-56.9% |
| Participation rate | 15.2% | 50.7%-35.5pp | 73.7%-58.5pp | 55.2%-40.0pp |
| Annual return | 18.90% | 53.62%-34.7pp | 321.24%-302.3pp | 34.64%-15.7pp |
| Employer contribution / active EE | $200 | $1,673-88.1% | $2,620-92.4% | $1,891-89.4% |
| Participant deferral / active EE | $798 | $2,122-62.4% | $4,084-80.5% | $3,080-74.1% |
| Admin fee / account holder | $21,422 | $2,708+691.2% | $5,098+320.2% | $3,454+520.1% |