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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 | $14,707 | $51,638-71.5% | $129,406-88.6% | $80,959-81.8% |
| Participation rate | 23.1% | 56.9%-33.9pp | 69.6%-46.6pp | 67.7%-44.6pp |
| Annual return | 16.84% | 20.78%-3.9pp | 9468.18%-9451.3pp | 35.67%-18.8pp |
| Employer contribution / active EE | $243 | $1,584-84.7% | $4,155-94.2% | $2,757-91.2% |
| Participant deferral / active EE | $1,025 | $2,670-61.6% | $4,167-75.4% | $4,300-76.2% |
| Admin fee / account holder | $567 | $4,313-86.9% | $7,689-92.6% | $6,925-91.8% |