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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 | $20,114 | $47,105-57.3% | $68,368-70.6% | $67,986-70.4% |
| Participation rate | 13.0% | 51.8%-38.8pp | 73.8%-60.7pp | 57.2%-44.2pp |
| Annual return | 17.13% | 48.37%-31.2pp | 292.57%-275.4pp | 31.67%-14.5pp |
| Employer contribution / active EE | $184 | $1,859-90.1% | $2,649-93.1% | $2,019-90.9% |
| Participant deferral / active EE | $677 | $2,374-71.5% | $4,123-83.6% | $3,358-79.8% |
| Admin fee / account holder | $1,381 | $2,435-43.3% | $5,150-73.2% | $3,203-56.9% |