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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 | $20,553 | $125,237-83.6% | $105,608-80.5% | $145,877-85.9% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 11.43% | 225.76%-214.3pp | 116.50%-105.1pp | 551.28%-539.9pp |
| Employer contribution / active EE | $246 | $3,720-93.4% | $3,167-92.2% | $4,663-94.7% |
| Participant deferral / active EE | $2,384 | $5,711-58.3% | $5,010-52.4% | $6,691-64.4% |
| Admin fee / account holder | $3,325 | $17,287-80.8% | $11,028-69.8% | $13,402-75.2% |