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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 | $25,973 | $63,346-59.0% | $92,240-71.8% | $70,126-63.0% |
| Participation rate | 51.4% | 68.7%-17.3pp | 76.5%-25.1pp | 69.5%-18.2pp |
| Annual return | 15.66% | 530.19%-514.5pp | 176.29%-160.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $168 | $2,471-93.2% | $3,680-95.4% | $2,343-92.8% |
| Participant deferral / active EE | $1,226 | $2,854-57.0% | $3,897-68.5% | $3,332-63.2% |
| Admin fee / account holder | $950 | $3,841-75.3% | $5,194-81.7% | $4,645-79.5% |