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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 | $10,452 | $45,343-76.9% | $150,298-93.0% | $67,986-84.6% |
| Participation rate | 19.3% | 51.9%-32.6pp | 77.8%-58.5pp | 57.2%-38.0pp |
| Annual return | 17.65% | 33.28%-15.6pp | 62.79%-45.1pp | 31.67%-14.0pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $848 | $2,055-58.7% | $5,453-84.4% | $3,358-74.7% |
| Admin fee / account holder | $1,240 | $2,250-44.9% | $14,116-91.2% | $3,203-61.3% |