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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 | $23,394 | $47,105-50.3% | $68,368-65.8% | $67,986-65.6% |
| Participation rate | 17.4% | 51.8%-34.4pp | 73.8%-56.3pp | 57.2%-39.8pp |
| Annual return | 17.77% | 48.37%-30.6pp | 292.57%-274.8pp | 31.67%-13.9pp |
| Employer contribution / active EE | $188 | $1,859-89.9% | $2,649-92.9% | $2,019-90.7% |
| Participant deferral / active EE | $743 | $2,374-68.7% | $4,123-82.0% | $3,358-77.9% |
| Admin fee / account holder | $2,246 | $2,435-7.8% | $5,150-56.4% | $3,203-29.9% |