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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 | $18,679 | $55,902-66.6% | $76,030-75.4% | $80,959-76.9% |
| Participation rate | 56.5% | 62.1%-5.6pp | 69.1%-12.6pp | 67.7%-11.2pp |
| Annual return | 19.57% | 20.59%-1.0pp | 361.54%-342.0pp | 35.67%-16.1pp |
| Employer contribution / active EE | $268 | $1,867-85.6% | $2,688-90.0% | $2,757-90.3% |
| Participant deferral / active EE | $1,748 | $3,051-42.7% | $4,257-58.9% | $4,300-59.4% |
| Admin fee / account holder | $11,642 | $5,239+122.2% | $6,421+81.3% | $6,925+68.1% |