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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 | $26,365 | $55,889-52.8% | $76,119-65.4% | $80,935-67.4% |
| Participation rate | 22.6% | 62.1%-39.5pp | 69.1%-46.5pp | 67.7%-45.1pp |
| Annual return | 16.92% | 20.58%-3.7pp | 361.25%-344.3pp | 35.66%-18.7pp |
| Employer contribution / active EE | $16 | $1,866-99.1% | $2,693-99.4% | $2,757-99.4% |
| Participant deferral / active EE | $1,913 | $3,051-37.3% | $4,259-55.1% | $4,299-55.5% |
| Admin fee / account holder | $1,462 | $5,241-72.1% | $6,421-77.2% | $6,924-78.9% |