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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 | $18,841 | $61,125-69.2% | $94,057-80.0% | $87,485-78.5% |
| Participation rate | 56.8% | 64.1%-7.3pp | 73.3%-16.6pp | 68.9%-12.2pp |
| Annual return | 14.17% | 35.20%-21.0pp | 480.62%-466.5pp | 26.06%-11.9pp |
| Employer contribution / active EE | $178 | $2,136-91.7% | $2,933-93.9% | $2,596-93.1% |
| Participant deferral / active EE | $1,424 | $3,260-56.3% | $4,709-69.8% | $4,274-66.7% |
| Admin fee / account holder | $566 | $5,629-89.9% | $7,244-92.2% | $7,775-92.7% |