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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 | $24,450 | $85,766-71.5% | $136,297-82.1% | $70,124-65.1% |
| Participation rate | 63.0% | 74.2%-11.1pp | 81.9%-18.9pp | 69.5%-6.5pp |
| Annual return | 17.73% | 31.45%-13.7pp | 5156.19%-5138.5pp | 73.14%-55.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,429 | $5,051-51.9% | $6,247-61.1% | $3,332-27.1% |
| Admin fee / account holder | $4,140 | $5,420-23.6% | $9,244-55.2% | $4,645-10.9% |