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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 | $10,135 | $49,897-79.7% | $80,648-87.4% | $75,177-86.5% |
| Participation rate | 15.0% | 55.3%-40.3pp | 67.0%-52.0pp | 67.2%-52.2pp |
| Annual return | 17.72% | 34.68%-17.0pp | 937.21%-919.5pp | 160.75%-143.0pp |
| Employer contribution / active EE | $174 | $1,699-89.8% | $2,724-93.6% | $2,671-93.5% |
| Participant deferral / active EE | $747 | $2,992-75.0% | $4,443-83.2% | $4,126-81.9% |
| Admin fee / account holder | $878 | $3,579-75.5% | $5,382-83.7% | $5,651-84.5% |