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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 | $13,012 | $27,943-53.4% | $58,507-77.8% | $75,177-82.7% |
| Participation rate | 28.2% | 38.8%-10.6pp | 50.9%-22.7pp | 67.2%-39.0pp |
| Annual return | 16.89% | 44.22%-27.3pp | 4252.32%-4235.4pp | 160.75%-143.9pp |
| Employer contribution / active EE | $47 | $670-93.1% | $1,053-95.6% | $2,671-98.3% |
| Participant deferral / active EE | $500 | $1,202-58.4% | $1,922-74.0% | $4,126-87.9% |
| Admin fee / account holder | $316 | $1,727-81.7% | $2,486-87.3% | $5,651-94.4% |