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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 | $33,909 | $29,319+15.7% | $52,425-35.3% | $82,448-58.9% |
| Participation rate | 24.2% | 46.9%-22.6pp | 55.6%-31.4pp | 68.1%-43.8pp |
| Annual return | 20.52% | 535.20%-514.7pp | 302.12%-281.6pp | 41.64%-21.1pp |
| Employer contribution / active EE | $32 | $586-94.5% | $914-96.5% | $2,551-98.7% |
| Participant deferral / active EE | $719 | $1,171-38.6% | $1,790-59.8% | $4,139-82.6% |
| Admin fee / account holder | $13,262 | $1,962+575.9% | $2,495+431.6% | $7,234+83.3% |