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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 | $15,186 | $100,203-84.8% | $85,240-82.2% | $145,897-89.6% |
| Participation rate | 23.1% | 74.1%-51.0pp | 67.5%-44.5pp | 80.3%-57.2pp |
| Annual return | 0.00% | 84.28%-84.3pp | 66.75%-66.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $385 | $3,242-88.1% | $2,735-85.9% | $4,663-91.8% |
| Participant deferral / active EE | $3,153 | $5,299-40.5% | $4,527-30.3% | $6,689-52.9% |
| Admin fee / account holder | $369 | $7,265-94.9% | $6,165-94.0% | $13,390-97.2% |