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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 | $24,237 | $60,119-59.7% | $90,414-73.2% | $79,860-69.7% |
| Participation rate | 62.1% | 65.0%-2.9pp | 72.7%-10.6pp | 69.6%-7.6pp |
| Annual return | 11.01% | 71.94%-60.9pp | 1293.19%-1282.2pp | 31.72%-20.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $909 | $2,938-69.1% | $3,963-77.1% | $3,740-75.7% |
| Admin fee / account holder | $455 | $3,976-88.6% | $5,611-91.9% | $5,306-91.4% |