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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 | $16,866 | $28,624-41.1% | $53,647-68.6% | $82,637-79.6% |
| Participation rate | 3.9% | 47.3%-43.4pp | 56.3%-52.4pp | 68.1%-64.2pp |
| Annual return | 20.91% | 664.98%-644.1pp | 358.33%-337.4pp | 53.51%-32.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $366 | $1,196-69.4% | $1,813-79.8% | $4,126-91.1% |
| Admin fee / account holder | $742 | $2,022-63.3% | $2,460-69.8% | $7,339-89.9% |