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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 | $24,179 | $48,364-50.0% | $71,796-66.3% | $62,881-61.5% |
| Participation rate | 18.0% | 60.6%-42.6pp | 69.1%-51.1pp | 69.3%-51.3pp |
| Annual return | 46.79% | 13.16%+33.6pp | 78.04%-31.2pp | 20.14%+26.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,585 | $2,091-24.2% | $2,794-43.3% | $3,203-50.5% |
| Admin fee / account holder | $925 | $3,771-75.5% | $4,815-80.8% | $4,296-78.5% |