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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 | $23,567 | $45,900-48.7% | $94,057-74.9% | $64,340-63.4% |
| Participation rate | 8.5% | 50.6%-42.1pp | 73.3%-64.8pp | 55.2%-46.7pp |
| Annual return | 17.93% | 50.47%-32.5pp | 480.62%-462.7pp | 24.14%-6.2pp |
| Employer contribution / active EE | $112 | $1,612-93.0% | $2,933-96.2% | $1,862-94.0% |
| Participant deferral / active EE | $566 | $2,102-73.1% | $4,709-88.0% | $2,980-81.0% |
| Admin fee / account holder | $700 | $3,143-77.7% | $7,244-90.3% | $3,703-81.1% |