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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 | $23,277 | $47,479-51.0% | $62,929-63.0% | $82,448-71.8% |
| Participation rate | 57.6% | 66.9%-9.3pp | 73.1%-15.5pp | 68.1%-10.5pp |
| Annual return | 16.04% | 20.34%-4.3pp | 1063.93%-1047.9pp | 41.64%-25.6pp |
| Employer contribution / active EE | $261 | $1,885-86.2% | $2,505-89.6% | $2,551-89.8% |
| Participant deferral / active EE | $2,632 | $2,870-8.3% | $3,888-32.3% | $4,139-36.4% |
| Admin fee / account holder | $3,589 | $3,804-5.6% | $5,065-29.1% | $7,234-50.4% |