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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 | $25,477 | $55,470-54.1% | $155,556-83.6% | $74,478-65.8% |
| Participation rate | 27.5% | 61.9%-34.4pp | 78.2%-50.8pp | 67.2%-39.8pp |
| Annual return | 11.33% | 269.80%-258.5pp | 64.84%-53.5pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $187 | $2,267-91.8% | $4,675-96.0% | $2,626-92.9% |
| Participant deferral / active EE | $1,376 | $2,838-51.5% | $5,631-75.6% | $4,350-68.4% |
| Admin fee / account holder | $5,234 | $1,744+200.1% | $15,885-67.0% | $1,946+169.0% |