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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 | $15,244 | $59,123-74.2% | $77,183-80.2% | $75,181-79.7% |
| Participation rate | 28.6% | 63.9%-35.3pp | 69.6%-41.0pp | 67.2%-38.6pp |
| Annual return | 18.65% | 26.72%-8.1pp | 37.89%-19.2pp | 160.69%-142.0pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,043 | $2,999-65.2% | $3,833-72.8% | $4,126-74.7% |
| Admin fee / account holder | $470 | $4,776-90.2% | $5,475-91.4% | $5,650-91.7% |