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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 | $21,177 | $47,479-55.4% | $62,929-66.3% | $82,448-74.3% |
| Participation rate | 32.7% | 66.9%-34.1pp | 73.1%-40.4pp | 68.1%-35.3pp |
| Annual return | 13.69% | 20.34%-6.7pp | 1063.93%-1050.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $175 | $1,885-90.7% | $2,505-93.0% | $2,551-93.1% |
| Participant deferral / active EE | $1,308 | $2,870-54.5% | $3,888-66.4% | $4,139-68.4% |
| Admin fee / account holder | $5,860 | $3,804+54.1% | $5,065+15.7% | $7,234-19.0% |