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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 | $24,112 | $49,891-51.7% | $80,607-70.1% | $75,181-67.9% |
| Participation rate | 29.2% | 55.3%-26.2pp | 67.0%-37.8pp | 67.2%-38.0pp |
| Annual return | 23.56% | 34.67%-11.1pp | 936.11%-912.5pp | 160.69%-137.1pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,052 | $2,991-64.8% | $4,448-76.3% | $4,126-74.5% |
| Admin fee / account holder | $419 | $3,578-88.3% | $5,379-92.2% | $5,650-92.6% |