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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 | $24,150 | $225,673-89.3% | $203,872-88.2% | $155,188-84.4% |
| Participation rate | 38.5% | 80.3%-41.8pp | 77.8%-39.3pp | 80.8%-42.3pp |
| Annual return | 15.19% | 95.91%-80.7pp | 85.11%-69.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,561 | $6,893-77.3% | $6,388-75.6% | $6,531-76.1% |
| Admin fee / account holder | $30,274 | $12,327+145.6% | $11,730+158.1% | $14,480+109.1% |