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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 | $22,180 | $52,507-57.8% | $129,406-82.9% | $74,478-70.2% |
| Participation rate | 30.1% | 53.9%-23.8pp | 69.6%-39.5pp | 67.2%-37.1pp |
| Annual return | 12.05% | 15.64%-3.6pp | 9468.18%-9456.1pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $115 | $1,534-92.5% | $4,155-97.2% | $2,626-95.6% |
| Participant deferral / active EE | $909 | $2,801-67.5% | $4,167-78.2% | $4,350-79.1% |
| Admin fee / account holder | $1,837 | $2,639-30.4% | $7,689-76.1% | $1,946-5.6% |