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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 | $19,900 | $58,311-65.9% | $81,882-75.7% | $80,959-75.4% |
| Participation rate | 28.1% | 63.5%-35.4pp | 72.4%-44.3pp | 67.7%-39.5pp |
| Annual return | 15.49% | 41.85%-26.4pp | 779.47%-764.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,314 | $3,287-29.6% | $4,323-46.5% | $4,300-46.2% |
| Admin fee / account holder | $446 | $4,752-90.6% | $7,360-93.9% | $6,925-93.6% |