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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 | $18,890 | $47,479-60.2% | $62,929-70.0% | $82,448-77.1% |
| Participation rate | 21.2% | 66.9%-45.7pp | 73.1%-51.9pp | 68.1%-46.9pp |
| Annual return | 12.69% | 20.34%-7.7pp | 1063.93%-1051.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $99 | $1,885-94.7% | $2,505-96.0% | $2,551-96.1% |
| Participant deferral / active EE | $873 | $2,870-69.6% | $3,888-77.6% | $4,139-78.9% |
| Admin fee / account holder | $1,123 | $3,804-70.5% | $5,065-77.8% | $7,234-84.5% |