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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 | $27,030 | $29,670-8.9% | $56,054-51.8% | $80,911-66.6% |
| Participation rate | 17.4% | 41.7%-24.3pp | 52.5%-35.1pp | 67.6%-50.3pp |
| Annual return | 13.32% | 35.24%-21.9pp | 1705.95%-1692.6pp | 35.63%-22.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,103 | $1,227-10.1% | $1,952-43.5% | $4,297-74.3% |
| Admin fee / account holder | $560 | $2,431-77.0% | $2,822-80.2% | $6,935-91.9% |