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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 | $11,103 | $59,440-81.3% | $78,004-85.8% | $82,637-86.6% |
| Participation rate | 37.8% | 62.8%-25.0pp | 69.4%-31.6pp | 68.1%-30.2pp |
| Annual return | 18.39% | 40.24%-21.9pp | 31.07%-12.7pp | 53.51%-35.1pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,139 | $3,138-63.7% | $4,092-72.2% | $4,126-72.4% |
| Admin fee / account holder | $1,182 | $5,504-78.5% | $7,578-84.4% | $7,339-83.9% |