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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 | $22,134 | $80,812-72.6% | $160,784-86.2% | $82,448-73.2% |
| Participation rate | 57.6% | 66.2%-8.6pp | 77.0%-19.3pp | 68.1%-10.5pp |
| Annual return | 14.40% | 100.59%-86.2pp | 1803.92%-1789.5pp | 41.64%-27.2pp |
| Employer contribution / active EE | $170 | $2,174-92.2% | $3,733-95.4% | $2,551-93.3% |
| Participant deferral / active EE | $1,575 | $4,335-63.7% | $6,293-75.0% | $4,139-61.9% |
| Admin fee / account holder | $5,265 | $7,695-31.6% | $9,717-45.8% | $7,234-27.2% |