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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 | $14,221 | $85,171-83.3% | $172,752-91.8% | $72,975-80.5% |
| Participation rate | 52.1% | 70.1%-18.0pp | 82.6%-30.6pp | 69.5%-17.4pp |
| Annual return | 17.65% | 27.32%-9.7pp | 802.97%-785.3pp | 81.01%-63.4pp |
| Employer contribution / active EE | $306 | $3,324-90.8% | $5,144-94.1% | $2,440-87.5% |
| Participant deferral / active EE | $1,350 | $3,260-58.6% | $5,198-74.0% | $3,608-62.6% |
| Admin fee / account holder | $3,476 | $5,880-40.9% | $13,955-75.1% | $5,124-32.2% |