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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 | $26,224 | $62,177-57.8% | $81,370-67.8% | $74,478-64.8% |
| Participation rate | 26.9% | 64.1%-37.2pp | 69.5%-42.7pp | 67.2%-40.3pp |
| Annual return | 47.78% | 16.62%+31.2pp | 24.85%+22.9pp | 1370.56%-1322.8pp |
| Employer contribution / active EE | $271 | $1,881-85.6% | $2,464-89.0% | $2,626-89.7% |
| Participant deferral / active EE | $1,582 | $3,219-50.9% | $3,885-59.3% | $4,350-63.6% |
| Admin fee / account holder | $2,880 | $1,927+49.5% | $5,749-49.9% | $1,946+48.0% |