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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 | $21,570 | $85,171-74.7% | $172,752-87.5% | $72,975-70.4% |
| Participation rate | 51.4% | 70.1%-18.7pp | 82.6%-31.3pp | 69.5%-18.1pp |
| Annual return | 20.06% | 27.32%-7.3pp | 802.97%-782.9pp | 81.01%-61.0pp |
| Employer contribution / active EE | $166 | $3,324-95.0% | $5,144-96.8% | $2,440-93.2% |
| Participant deferral / active EE | $1,625 | $3,260-50.2% | $5,198-68.7% | $3,608-55.0% |
| Admin fee / account holder | $816 | $5,880-86.1% | $13,955-94.2% | $5,124-84.1% |