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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 | $20,899 | $81,331-74.3% | $155,534-86.6% | $80,935-74.2% |
| Participation rate | 39.1% | 66.3%-27.1pp | 78.2%-39.1pp | 67.7%-28.5pp |
| Annual return | 17.41% | 33.37%-16.0pp | 64.92%-47.5pp | 35.66%-18.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,358 | $3,454-60.7% | $5,630-75.9% | $4,299-68.4% |
| Admin fee / account holder | $932 | $7,999-88.4% | $15,900-94.1% | $6,924-86.5% |