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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 | $14,384 | $43,075-66.6% | $74,577-80.7% | $62,881-77.1% |
| Participation rate | 69.4% | 58.1%+11.3pp | 68.1%+1.3pp | 69.3%+0.1pp |
| Annual return | 44.94% | 17.50%+27.4pp | 20.47%+24.5pp | 20.14%+24.8pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,404 | $2,389+84.3% | $3,458+27.4% | $3,203+37.5% |
| Admin fee / account holder | $416 | $2,840-85.3% | $4,138-89.9% | $4,296-90.3% |