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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 | $14,850 | $48,277-69.2% | $67,511-78.0% | $80,874-81.6% |
| Participation rate | 11.3% | 66.4%-55.1pp | 72.9%-61.6pp | 67.6%-56.3pp |
| Annual return | 17.02% | 18.27%-1.2pp | 3517.41%-3500.4pp | 35.62%-18.6pp |
| Employer contribution / active EE | $280 | $2,021-86.1% | $2,733-89.7% | $2,756-89.8% |
| Participant deferral / active EE | $929 | $2,926-68.3% | $4,000-76.8% | $4,297-78.4% |
| Admin fee / account holder | $6,665 | $3,687+80.8% | $3,999+66.7% | $6,935-3.9% |