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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 | $24,444 | $73,787-66.9% | $98,716-75.2% | $82,448-70.4% |
| Participation rate | 19.0% | 61.4%-42.4pp | 69.3%-50.3pp | 68.1%-49.1pp |
| Annual return | 104.09% | 18.57%+85.5pp | 31.81%+72.3pp | 41.64%+62.5pp |
| Employer contribution / active EE | $9 | $1,511-99.4% | $2,279-99.6% | $2,551-99.7% |
| Participant deferral / active EE | $1,622 | $3,081-47.4% | $4,048-59.9% | $4,139-60.8% |
| Admin fee / account holder | $3,362 | $6,500-48.3% | $8,703-61.4% | $7,234-53.5% |