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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 | $10,846 | $110,410-90.2% | $102,437-89.4% | $145,897-92.6% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 32.71% | 24.85%+7.9pp | 24.95%+7.8pp | 552.29%-519.6pp |
| Employer contribution / active EE | $476 | $4,217-88.7% | $3,871-87.7% | $4,663-89.8% |
| Participant deferral / active EE | $1,705 | $5,622-69.7% | $5,060-66.3% | $6,689-74.5% |
| Admin fee / account holder | $575 | $9,745-94.1% | $8,388-93.2% | $13,390-95.7% |