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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 | $20,206 | $124,330-83.7% | $109,173-81.5% | $167,536-87.9% |
| Participation rate | 54.5% | 79.5%-24.9pp | 75.9%-21.3pp | 82.1%-27.6pp |
| Annual return | 20.23% | 26.04%-5.8pp | 25.75%-5.5pp | 478.82%-458.6pp |
| Employer contribution / active EE | $199 | $4,209-95.3% | $3,723-94.7% | $4,839-95.9% |
| Participant deferral / active EE | $4,080 | $5,256-22.4% | $4,654-12.3% | $6,342-35.7% |
| Admin fee / account holder | $1,207 | $7,974-84.9% | $6,755-82.1% | $12,315-90.2% |