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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 | $21,781 | $100,139-78.2% | $85,187-74.4% | $145,884-85.1% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 11.28% | 84.15%-72.9pp | 66.67%-55.4pp | 551.85%-540.6pp |
| Employer contribution / active EE | $4 | $3,238-99.9% | $2,732-99.8% | $4,662-99.9% |
| Participant deferral / active EE | $3,650 | $5,296-31.1% | $4,525-19.3% | $6,690-45.4% |
| Admin fee / account holder | $3,535 | $7,262-51.3% | $6,162-42.6% | $13,392-73.6% |