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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 | $20,199 | $52,353-61.4% | $120,225-83.2% | $82,448-75.5% |
| Participation rate | 50.0% | 58.3%-8.3pp | 69.6%-19.6pp | 68.1%-18.1pp |
| Annual return | 16.74% | 61.85%-45.1pp | 439.23%-422.5pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,025 | $2,627-22.9% | $3,999-49.4% | $4,139-51.1% |
| Admin fee / account holder | $544 | $4,363-87.5% | $5,696-90.5% | $7,234-92.5% |