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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 | $18,042 | $29,733-39.3% | $56,025-67.8% | $80,959-77.7% |
| Participation rate | 3.1% | 41.7%-38.6pp | 52.5%-49.4pp | 67.7%-64.6pp |
| Annual return | 22.73% | 35.28%-12.6pp | 1712.69%-1690.0pp | 35.67%-12.9pp |
| Employer contribution / active EE | $23 | $672-96.6% | $1,042-97.8% | $2,757-99.2% |
| Participant deferral / active EE | $377 | $1,229-69.4% | $1,955-80.7% | $4,300-91.2% |
| Admin fee / account holder | $1,165 | $2,434-52.1% | $2,828-58.8% | $6,925-83.2% |