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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 | $18,519 | $46,596-60.3% | $64,099-71.1% | $75,181-75.4% |
| Participation rate | 17.9% | 65.9%-48.0pp | 72.3%-54.4pp | 67.2%-49.2pp |
| Annual return | 16.63% | 26.04%-9.4pp | 33.70%-17.1pp | 160.69%-144.1pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,610 | $2,837-43.3% | $3,881-58.5% | $4,126-61.0% |
| Admin fee / account holder | $1,115 | $2,954-62.3% | $3,070-63.7% | $5,650-80.3% |