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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 | $34,154 | $80,812-57.7% | $160,784-78.8% | $82,448-58.6% |
| Participation rate | 17.9% | 66.2%-48.3pp | 77.0%-59.0pp | 68.1%-50.1pp |
| Annual return | 14.65% | 100.59%-85.9pp | 1803.92%-1789.3pp | 41.64%-27.0pp |
| Employer contribution / active EE | $356 | $2,174-83.6% | $3,733-90.5% | $2,551-86.0% |
| Participant deferral / active EE | $1,674 | $4,335-61.4% | $6,293-73.4% | $4,139-59.6% |
| Admin fee / account holder | $1,187 | $7,695-84.6% | $9,717-87.8% | $7,234-83.6% |