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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 | $24,127 | $84,236-71.4% | $170,439-85.8% | $70,124-65.6% |
| Participation rate | 32.5% | 70.8%-38.3pp | 83.6%-51.1pp | 69.5%-37.0pp |
| Annual return | 15.98% | 23.06%-7.1pp | 205.94%-190.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,140 | $3,086-63.0% | $4,939-76.9% | $3,332-65.8% |
| Admin fee / account holder | $897 | $5,698-84.3% | $13,881-93.5% | $4,645-80.7% |