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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 | $182,442-86.8% | $163,379-85.2% | $138,895-82.6% |
| Participation rate | 38.5% | 79.8%-41.3pp | 76.8%-38.4pp | 79.9%-41.5pp |
| Annual return | 15.19% | 72.74%-57.5pp | 63.41%-48.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,561 | $6,817-77.1% | $6,282-75.1% | $6,396-75.6% |
| Admin fee / account holder | $30,274 | $10,396+191.2% | $9,818+208.4% | $12,562+141.0% |