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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 | $18,145 | $29,716-38.9% | $56,077-67.6% | $80,925-77.6% |
| Participation rate | 20.3% | 41.7%-21.4pp | 52.5%-32.2pp | 67.7%-47.4pp |
| Annual return | 14.01% | 35.30%-21.3pp | 1709.28%-1695.3pp | 35.65%-21.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,363 | $1,228+11.0% | $1,954-30.2% | $4,299-68.3% |
| Admin fee / account holder | $1,434 | $2,432-41.0% | $2,825-49.2% | $6,940-79.3% |