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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 | $56,431-64.2% | $130,788-84.6% | $87,485-76.9% |
| Participation rate | 50.0% | 58.9%-8.9pp | 70.1%-20.1pp | 68.9%-18.9pp |
| Annual return | 16.74% | 91.27%-74.5pp | 386.44%-369.7pp | 26.06%-9.3pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,025 | $2,749-26.4% | $4,137-51.1% | $4,274-52.6% |
| Admin fee / account holder | $544 | $4,433-87.7% | $6,673-91.9% | $7,775-93.0% |