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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 | $20,055 | $51,184-60.8% | $66,439-69.8% | $86,983-76.9% |
| Participation rate | 44.8% | 68.5%-23.7pp | 74.5%-29.7pp | 69.5%-24.7pp |
| Annual return | 16.59% | 17.07%-0.5pp | 757.66%-741.1pp | 25.83%-9.2pp |
| Employer contribution / active EE | $357 | $2,023-82.4% | $2,637-86.5% | $2,584-86.2% |
| Participant deferral / active EE | $1,110 | $2,927-62.1% | $3,876-71.4% | $4,194-73.5% |
| Admin fee / account holder | $2,023 | $4,154-51.3% | $6,173-67.2% | $7,856-74.2% |