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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 | $21,922 | $75,962-71.1% | $154,111-85.8% | $64,173-65.8% |
| Participation rate | 26.8% | 70.4%-43.6pp | 83.0%-56.3pp | 69.6%-42.8pp |
| Annual return | 4.07% | 30.32%-26.2pp | 735.18%-731.1pp | 7.63%-3.6pp |
| Employer contribution / active EE | $306 | $3,350-90.9% | $5,298-94.2% | $2,381-87.1% |
| Participant deferral / active EE | $1,263 | $3,175-60.2% | $5,081-75.1% | $3,470-63.6% |
| Admin fee / account holder | $429 | $5,589-92.3% | $13,411-96.8% | $4,887-91.2% |