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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 | $56,014 | $58,258-3.9% | $81,820-31.5% | $80,925-30.8% |
| Participation rate | 30.6% | 63.5%-32.9pp | 72.4%-41.8pp | 67.7%-37.1pp |
| Annual return | 14.32% | 41.76%-27.4pp | 777.93%-763.6pp | 35.65%-21.3pp |
| Employer contribution / active EE | $185 | $2,345-92.1% | $2,915-93.7% | $2,756-93.3% |
| Participant deferral / active EE | $739 | $3,284-77.5% | $4,323-82.9% | $4,299-82.8% |
| Admin fee / account holder | $884 | $4,976-82.2% | $7,391-88.0% | $6,940-87.3% |