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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 | $17,818 | $57,312-68.9% | $86,617-79.4% | $75,181-76.3% |
| Participation rate | 23.5% | 63.2%-39.7pp | 71.7%-48.2pp | 67.2%-43.7pp |
| Annual return | 22.06% | 2672.78%-2650.7pp | 591.91%-569.9pp | 160.69%-138.6pp |
| Employer contribution / active EE | $210 | $2,315-90.9% | $3,023-93.1% | $2,671-92.1% |
| Participant deferral / active EE | $1,429 | $3,319-56.9% | $4,437-67.8% | $4,126-65.4% |
| Admin fee / account holder | $1,196 | $4,114-70.9% | $5,613-78.7% | $5,650-78.8% |