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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 | $15,747 | $54,162-70.9% | $68,612-77.0% | $64,173-75.5% |
| Participation rate | 33.0% | 68.1%-35.1pp | 72.2%-39.3pp | 69.6%-36.6pp |
| Annual return | 76.80% | -1.62%+78.4pp | -4.63%+81.4pp | 7.63%+69.2pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,399 | $2,626-46.7% | $3,311-57.8% | $3,470-59.7% |
| Admin fee / account holder | $842 | $4,029-79.1% | $5,131-83.6% | $4,887-82.8% |