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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 | $26,203 | $91,037-71.2% | $71,671-63.4% | $147,586-82.2% |
| Participation rate | 40.0% | 76.1%-36.1pp | 68.7%-28.7pp | 82.8%-42.8pp |
| Annual return | 11.42% | 20.48%-9.1pp | 20.65%-9.2pp | 578.59%-567.2pp |
| Employer contribution / active EE | $256 | $3,327-92.3% | $2,460-89.6% | $4,876-94.7% |
| Participant deferral / active EE | $1,059 | $4,498-76.5% | $3,438-69.2% | $5,439-80.5% |
| Admin fee / account holder | $15,531 | $8,613+80.3% | $5,558+179.4% | $10,886+42.7% |