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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 | $24,308 | $29,736-18.3% | $56,033-56.6% | $80,935-70.0% |
| Participation rate | 8.6% | 41.7%-33.1pp | 52.5%-43.9pp | 67.7%-59.1pp |
| Annual return | 18.54% | 35.28%-16.7pp | 1711.38%-1692.8pp | 35.66%-17.1pp |
| Employer contribution / active EE | $43 | $671-93.6% | $1,041-95.9% | $2,757-98.4% |
| Participant deferral / active EE | $260 | $1,228-78.9% | $1,954-86.7% | $4,299-94.0% |
| Admin fee / account holder | $500 | $2,434-79.5% | $2,827-82.3% | $6,924-92.8% |