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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 | $23,661 | $34,316-31.0% | $74,722-68.3% | $72,975-67.6% |
| Participation rate | 25.3% | 42.4%-17.1pp | 54.5%-29.2pp | 69.5%-44.2pp |
| Annual return | 19.19% | 26.58%-7.4pp | 753.11%-733.9pp | 81.01%-61.8pp |
| Employer contribution / active EE | $96 | $692-86.1% | $1,084-91.2% | $2,440-96.1% |
| Participant deferral / active EE | $379 | $1,272-70.2% | $1,963-80.7% | $3,608-89.5% |
| Admin fee / account holder | $7,435 | $2,125+249.9% | $3,335+123.0% | $5,124+45.1% |