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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 | $28,699 | $88,672-67.6% | $105,223-72.7% | $82,448-65.2% |
| Participation rate | 57.7% | 67.9%-10.2pp | 75.0%-17.4pp | 68.1%-10.4pp |
| Annual return | 17.42% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,641 | $4,036-34.6% | $5,072-47.9% | $4,139-36.2% |
| Admin fee / account holder | $1,638 | $7,146-77.1% | $8,859-81.5% | $7,234-77.4% |