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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 | $18,635 | $49,897-62.7% | $80,648-76.9% | $75,177-75.2% |
| Participation rate | 23.5% | 55.3%-31.8pp | 67.0%-43.5pp | 67.2%-43.7pp |
| Annual return | 18.19% | 34.68%-16.5pp | 937.21%-919.0pp | 160.75%-142.6pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,862 | $2,992-37.8% | $4,443-58.1% | $4,126-54.9% |
| Admin fee / account holder | $1,649 | $3,579-53.9% | $5,382-69.4% | $5,651-70.8% |