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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 | $19,739 | $104,937-81.2% | $84,628-76.7% | $152,897-87.1% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 21.82% | 373.88%-352.1pp | 258.80%-237.0pp | 345.43%-323.6pp |
| Employer contribution / active EE | $273 | $3,303-91.7% | $2,653-89.7% | $4,764-94.3% |
| Participant deferral / active EE | $1,892 | $4,690-59.7% | $3,900-51.5% | $5,851-67.7% |
| Admin fee / account holder | $2,437 | $6,243-61.0% | $4,914-50.4% | $11,599-79.0% |