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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 | $18,699 | $88,815-78.9% | $81,882-77.2% | $145,897-87.2% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.8pp |
| Annual return | 22.72% | 1033.75%-1011.0pp | 779.47%-756.8pp | 552.29%-529.6pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,255 | $4,647-73.0% | $4,323-71.0% | $6,689-81.2% |
| Admin fee / account holder | $3,376 | $8,434-60.0% | $7,360-54.1% | $13,390-74.8% |