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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 | $19,240 | $46,722-58.8% | $130,660-85.3% | $65,185-70.5% |
| Participation rate | 34.9% | 60.9%-26.0pp | 71.7%-36.8pp | 70.2%-35.3pp |
| Annual return | 39.54% | 24.17%+15.4pp | 1709.29%-1669.8pp | 29.38%+10.2pp |
| Employer contribution / active EE | $63 | $1,488-95.8% | $4,092-98.5% | $2,177-97.1% |
| Participant deferral / active EE | $1,398 | $2,545-45.1% | $3,603-61.2% | $3,514-60.2% |
| Admin fee / account holder | $1,009 | $453+122.9% | $5,463-81.5% | $847+19.1% |