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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 | $62,166-57.8% | $81,286-67.7% | $74,429-64.8% |
| Participation rate | 26.9% | 64.1%-37.2pp | 69.5%-42.6pp | 67.2%-40.3pp |
| Annual return | 47.78% | 16.50%+31.3pp | 24.80%+23.0pp | 1368.38%-1320.6pp |
| Employer contribution / active EE | $271 | $1,881-85.6% | $2,463-89.0% | $2,625-89.7% |
| Participant deferral / active EE | $1,582 | $3,223-50.9% | $3,883-59.3% | $4,348-63.6% |
| Admin fee / account holder | $2,880 | $1,925+49.6% | $5,764-50.0% | $1,944+48.1% |