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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 | $11,760 | $115,225-89.8% | $100,712-88.3% | $138,895-91.5% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 19.72% | 40.35%-20.6pp | 33.27%-13.6pp | 145.39%-125.7pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,039 | $4,699-35.3% | $4,085-25.6% | $6,396-52.5% |
| Admin fee / account holder | $2,432 | $10,844-77.6% | $9,256-73.7% | $12,562-80.6% |