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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 | $31,755 | $63,346-49.9% | $92,240-65.6% | $70,126-54.7% |
| Participation rate | 18.8% | 68.7%-49.9pp | 76.5%-57.7pp | 69.5%-50.8pp |
| Annual return | 15.43% | 530.19%-514.8pp | 176.29%-160.9pp | 73.15%-57.7pp |
| Employer contribution / active EE | $144 | $2,471-94.2% | $3,680-96.1% | $2,343-93.9% |
| Participant deferral / active EE | $1,403 | $2,854-50.8% | $3,897-64.0% | $3,332-57.9% |
| Admin fee / account holder | $2,484 | $3,841-35.3% | $5,194-52.2% | $4,645-46.5% |