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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 | $22,535 | $49,976-54.9% | $66,674-66.2% | $82,637-72.7% |
| Participation rate | 48.2% | 63.1%-14.9pp | 73.7%-25.5pp | 68.1%-19.8pp |
| Annual return | 14.02% | 39.09%-25.1pp | 321.24%-307.2pp | 53.51%-39.5pp |
| Employer contribution / active EE | $112 | $1,988-94.4% | $2,620-95.7% | $2,552-95.6% |
| Participant deferral / active EE | $1,117 | $2,847-60.7% | $4,084-72.6% | $4,126-72.9% |
| Admin fee / account holder | $720 | $4,594-84.3% | $5,098-85.9% | $7,339-90.2% |