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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 | $24,606 | $100,139-75.4% | $85,187-71.1% | $145,884-83.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 11.15% | 84.15%-73.0pp | 66.67%-55.5pp | 551.85%-540.7pp |
| Employer contribution / active EE | $263 | $3,238-91.9% | $2,732-90.4% | $4,662-94.4% |
| Participant deferral / active EE | $1,050 | $5,296-80.2% | $4,525-76.8% | $6,690-84.3% |
| Admin fee / account holder | $384 | $7,262-94.7% | $6,162-93.8% | $13,392-97.1% |