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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 | $11,636 | $39,766-70.7% | $66,674-82.5% | $71,012-83.6% |
| Participation rate | 21.6% | 47.7%-26.1pp | 73.7%-52.1pp | 58.6%-37.0pp |
| Annual return | 18.61% | 181.39%-162.8pp | 321.24%-302.6pp | 37.67%-19.1pp |
| Employer contribution / active EE | $1 | $1,503-99.9% | $2,620-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $841 | $1,868-55.0% | $4,084-79.4% | $3,246-74.1% |
| Admin fee / account holder | $2,325 | $1,097+112.0% | $5,098-54.4% | $1,167+99.2% |