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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 | $15,777 | $63,354-75.1% | $94,105-83.2% | $82,637-80.9% |
| Participation rate | 25.0% | 63.8%-38.8pp | 71.9%-46.9pp | 68.1%-43.1pp |
| Annual return | 20.06% | 34.36%-14.3pp | 204.55%-184.5pp | 53.51%-33.4pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $2,504-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,169 | $2,873-59.3% | $3,881-69.9% | $4,126-71.7% |
| Admin fee / account holder | $956 | $5,073-81.2% | $6,199-84.6% | $7,339-87.0% |