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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 | $14,751 | $73,518-79.9% | $63,005-76.6% | $147,585-90.0% |
| Participation rate | 68.8% | 77.9%-9.1pp | 74.8%-6.1pp | 82.8%-14.1pp |
| Annual return | 11.35% | 175.46%-164.1pp | 87.59%-76.2pp | 578.58%-567.2pp |
| Employer contribution / active EE | $232 | $3,322-93.0% | $2,760-91.6% | $4,876-95.2% |
| Participant deferral / active EE | $2,369 | $4,183-43.4% | $3,329-28.8% | $5,439-56.4% |
| Admin fee / account holder | $311 | $5,952-94.8% | $3,599-91.4% | $10,886-97.1% |