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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 | $30,713 | $106,918-71.3% | $84,021-63.4% | $152,897-79.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.5%-22.5pp |
| Annual return | 14.93% | 105.01%-90.1pp | 71.32%-56.4pp | 345.43%-330.5pp |
| Employer contribution / active EE | $18 | $2,735-99.3% | $1,984-99.1% | $4,764-99.6% |
| Participant deferral / active EE | $2,276 | $4,012-43.3% | $3,239-29.7% | $5,851-61.1% |
| Admin fee / account holder | $651 | $8,288-92.1% | $6,102-89.3% | $11,599-94.4% |