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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 | $22,800 | $115,225-80.2% | $100,712-77.4% | $138,895-83.6% |
| Participation rate | 15.4% | 74.3%-59.0pp | 69.3%-53.9pp | 79.9%-64.5pp |
| Annual return | 13.78% | 40.35%-26.6pp | 33.27%-19.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | -$704 | $2,771-125.4% | $2,313-130.5% | $4,194-116.8% |
| Participant deferral / active EE | $2,089 | $4,699-55.5% | $4,085-48.9% | $6,396-67.3% |
| Admin fee / account holder | $60,995 | $10,844+462.5% | $9,256+559.0% | $12,562+385.5% |