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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 | $25,242 | $53,837-53.1% | $75,714-66.7% | $85,847-70.6% |
| Participation rate | 9.5% | 69.1%-59.5pp | 74.8%-65.3pp | 69.3%-59.8pp |
| Annual return | 31.19% | 24.54%+6.6pp | 104.62%-73.4pp | 318.61%-287.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $909 | $2,895-68.6% | $3,820-76.2% | $3,952-77.0% |
| Admin fee / account holder | $4,970 | $3,339+48.8% | $3,619+37.3% | $6,261-20.6% |