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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 | $19,255 | $85,196-77.4% | $76,383-74.8% | $145,897-86.8% |
| Participation rate | 60.0% | 82.9%-22.9pp | 79.3%-19.3pp | 80.3%-20.3pp |
| Annual return | 15.81% | 13.13%+2.7pp | 13.79%+2.0pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,023 | $5,268-80.6% | $4,587-77.7% | $4,663-78.1% |
| Participant deferral / active EE | $0 | $6,386-100.0% | $5,474-100.0% | $6,689-100.0% |
| Admin fee / account holder | $592 | $5,786-89.8% | $5,147-88.5% | $13,390-95.6% |