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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 | $13,896 | $51,642-73.1% | $129,384-89.3% | $80,935-82.8% |
| Participation rate | 46.8% | 56.9%-10.1pp | 69.6%-22.8pp | 67.7%-20.9pp |
| Annual return | 12.85% | 20.78%-7.9pp | 9461.77%-9448.9pp | 35.66%-22.8pp |
| Employer contribution / active EE | $265 | $1,583-83.3% | $4,153-93.6% | $2,757-90.4% |
| Participant deferral / active EE | $1,199 | $2,670-55.1% | $4,166-71.2% | $4,299-72.1% |
| Admin fee / account holder | $6,678 | $4,312+54.9% | $7,686-13.1% | $6,924-3.6% |