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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 | $31,410 | $55,437-43.3% | $155,534-79.8% | $74,459-57.8% |
| Participation rate | 21.8% | 61.9%-40.1pp | 78.2%-56.4pp | 67.2%-45.4pp |
| Annual return | 15.57% | 269.58%-254.0pp | 64.92%-49.3pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $177 | $2,266-92.2% | $4,675-96.2% | $2,626-93.3% |
| Participant deferral / active EE | $1,188 | $2,837-58.1% | $5,630-78.9% | $4,350-72.7% |
| Admin fee / account holder | $4,192 | $1,742+140.6% | $15,900-73.6% | $1,945+115.5% |