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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 | $14,258 | $29,319-51.4% | $52,425-72.8% | $82,448-82.7% |
| Participation rate | 30.6% | 46.9%-16.3pp | 55.6%-25.1pp | 68.1%-37.5pp |
| Annual return | 19.03% | 535.20%-516.2pp | 302.12%-283.1pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,109 | $1,171-5.3% | $1,790-38.0% | $4,139-73.2% |
| Admin fee / account holder | $4,244 | $1,962+116.3% | $2,495+70.1% | $7,234-41.3% |