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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 | $28,227 | $41,150-31.4% | $80,627-65.0% | $71,511-60.5% |
| Participation rate | 27.5% | 50.3%-22.7pp | 67.0%-39.5pp | 67.9%-40.4pp |
| Annual return | 25.96% | 38.48%-12.5pp | 936.76%-910.8pp | 28.86%-2.9pp |
| Employer contribution / active EE | $145 | $1,515-90.4% | $2,723-94.7% | $2,589-94.4% |
| Participant deferral / active EE | $2,062 | $2,701-23.7% | $4,443-53.6% | $4,291-51.9% |
| Admin fee / account holder | $600 | $1,841-67.4% | $5,381-88.8% | $1,588-62.2% |