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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 | $19,277 | $100,139-80.8% | $85,187-77.4% | $145,884-86.8% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.1pp | 80.3%-34.8pp |
| Annual return | 13.82% | 84.15%-70.3pp | 66.67%-52.8pp | 551.85%-538.0pp |
| Employer contribution / active EE | $38 | $3,238-98.8% | $2,732-98.6% | $4,662-99.2% |
| Participant deferral / active EE | $1,467 | $5,296-72.3% | $4,525-67.6% | $6,690-78.1% |
| Admin fee / account holder | $735 | $7,262-89.9% | $6,162-88.1% | $13,392-94.5% |