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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 | $13,248 | $58,311-77.3% | $81,882-83.8% | $80,959-83.6% |
| Participation rate | 51.9% | 63.5%-11.6pp | 72.4%-20.5pp | 67.7%-15.8pp |
| Annual return | 19.69% | 41.85%-22.2pp | 779.47%-759.8pp | 35.67%-16.0pp |
| Employer contribution / active EE | $156 | $2,347-93.4% | $2,916-94.7% | $2,757-94.4% |
| Participant deferral / active EE | $2,375 | $3,287-27.7% | $4,323-45.1% | $4,300-44.8% |
| Admin fee / account holder | $2,856 | $4,752-39.9% | $7,360-61.2% | $6,925-58.8% |