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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 | $25,167 | $90,486-72.2% | $78,676-68.0% | $273,972-90.8% |
| Participation rate | 56.3% | 76.5%-20.3pp | 73.6%-17.3pp | 83.0%-26.8pp |
| Annual return | 5.79% | 75.62%-69.8pp | 62.19%-56.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,556 | $3,901-8.8% | $3,517+1.1% | $5,287-32.7% |
| Admin fee / account holder | $10,216 | $5,263+94.1% | $4,510+126.5% | $10,133+0.8% |