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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 | $40,717 | $29,319+38.9% | $52,425-22.3% | $82,448-50.6% |
| Participation rate | 13.3% | 46.9%-33.5pp | 55.6%-42.3pp | 68.1%-54.7pp |
| Annual return | 16.11% | 535.20%-519.1pp | 302.12%-286.0pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $310 | $1,171-73.5% | $1,790-82.7% | $4,139-92.5% |
| Admin fee / account holder | $2,845 | $1,962+45.0% | $2,495+14.0% | $7,234-60.7% |