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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 | $15,486 | $77,920-80.1% | $149,723-89.7% | $75,177-79.4% |
| Participation rate | 57.3% | 65.6%-8.3pp | 78.8%-21.5pp | 67.2%-9.9pp |
| Annual return | 26.16% | 31.72%-5.6pp | 134.50%-108.3pp | 160.75%-134.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,257 | $3,411-33.9% | $5,682-60.3% | $4,126-45.3% |
| Admin fee / account holder | $344 | $5,951-94.2% | $13,215-97.4% | $5,651-93.9% |