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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 | $20,397 | $106,008-80.8% | $92,240-77.9% | $147,586-86.2% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 20.63% | 50.05%-29.4pp | 176.29%-155.7pp | 578.59%-558.0pp |
| Employer contribution / active EE | $222 | $4,333-94.9% | $3,680-94.0% | $4,876-95.4% |
| Participant deferral / active EE | $2,429 | $4,478-45.8% | $3,897-37.7% | $5,439-55.3% |
| Admin fee / account holder | $1,841 | $6,333-70.9% | $5,194-64.6% | $10,886-83.1% |