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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 | $16,662 | $77,908-78.6% | $149,696-88.9% | $75,173-77.8% |
| Participation rate | 26.2% | 65.6%-39.4pp | 78.8%-52.5pp | 67.2%-41.0pp |
| Annual return | 21.05% | 31.73%-10.7pp | 134.46%-113.4pp | 160.72%-139.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,602 | $3,411-53.0% | $5,682-71.8% | $4,126-61.2% |
| Admin fee / account holder | $1,870 | $5,950-68.6% | $13,212-85.8% | $5,651-66.9% |