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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 | $20,954 | $53,127-60.6% | $86,597-75.8% | $70,131-70.1% |
| Participation rate | 61.1% | 65.3%-4.2pp | 73.5%-12.4pp | 69.5%-8.4pp |
| Annual return | 21.29% | 27.66%-6.4pp | 964.96%-943.7pp | 73.14%-51.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,577 | $2,696-41.5% | $3,609-56.3% | $3,332-52.7% |
| Admin fee / account holder | $1,975 | $3,585-44.9% | $4,906-59.7% | $4,645-57.5% |