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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 | $16,367 | $85,171-80.8% | $172,753-90.5% | $72,976-77.6% |
| Participation rate | 58.2% | 70.1%-11.9pp | 82.6%-24.4pp | 69.5%-11.3pp |
| Annual return | 23.62% | 27.32%-3.7pp | 803.00%-779.4pp | 81.02%-57.4pp |
| Employer contribution / active EE | $186 | $3,324-94.4% | $5,144-96.4% | $2,440-92.4% |
| Participant deferral / active EE | $1,036 | $3,260-68.2% | $5,198-80.1% | $3,608-71.3% |
| Admin fee / account holder | $1,223 | $5,880-79.2% | $13,956-91.2% | $5,124-76.1% |