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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 | $27,472 | $70,684-61.1% | $169,390-83.8% | $75,173-63.5% |
| Participation rate | 40.6% | 64.8%-24.2pp | 77.2%-36.5pp | 67.2%-26.6pp |
| Annual return | 16.56% | 36.38%-19.8pp | 406.07%-389.5pp | 160.72%-144.2pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,730 | $4,310-59.9% | $6,222-72.2% | $4,126-58.1% |
| Admin fee / account holder | $1,525 | $5,404-71.8% | $9,015-83.1% | $5,651-73.0% |