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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 | $23,670 | $78,694-69.9% | $67,652-65.0% | $125,389-81.1% |
| Participation rate | 22.7% | 78.8%-56.1pp | 75.7%-52.9pp | 83.2%-60.5pp |
| Annual return | -0.07% | 9.46%-9.5pp | 6625.40%-6625.5pp | 282.24%-282.3pp |
| Employer contribution / active EE | $256 | $3,044-91.6% | $2,266-88.7% | $4,866-94.7% |
| Participant deferral / active EE | $2,272 | $4,292-47.1% | $3,560-36.2% | $5,352-57.6% |
| Admin fee / account holder | $5,146 | $7,403-30.5% | $4,821+6.8% | $9,541-46.1% |