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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 | $5,898 | $51,202-88.5% | $70,548-91.6% | $75,181-92.2% |
| Participation rate | 57.6% | 61.0%-3.4pp | 68.3%-10.8pp | 67.2%-9.6pp |
| Annual return | 37.56% | 30.05%+7.5pp | 32.78%+4.8pp | 160.69%-123.1pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,642 | $2,850-7.3% | $4,567-42.1% | $4,126-36.0% |
| Admin fee / account holder | $1,306 | $4,094-68.1% | $6,424-79.7% | $5,650-76.9% |