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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 | $20,745 | $52,353-60.4% | $120,225-82.7% | $82,448-74.8% |
| Participation rate | 24.1% | 58.3%-34.3pp | 69.6%-45.5pp | 68.1%-44.0pp |
| Annual return | 16.96% | 61.85%-44.9pp | 439.23%-422.3pp | 41.64%-24.7pp |
| Employer contribution / active EE | $139 | $1,510-90.8% | $3,475-96.0% | $2,551-94.5% |
| Participant deferral / active EE | $1,246 | $2,627-52.6% | $3,999-68.8% | $4,139-69.9% |
| Admin fee / account holder | $1,081 | $4,363-75.2% | $5,696-81.0% | $7,234-85.1% |