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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 | $11,050 | $76,407-85.5% | $150,298-92.6% | $82,448-86.6% |
| Participation rate | 68.6% | 66.4%+2.2pp | 77.8%-9.2pp | 68.1%+0.5pp |
| Annual return | 78.91% | 39.99%+38.9pp | 62.79%+16.1pp | 41.64%+37.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,931 | $3,214-8.8% | $5,453-46.2% | $4,139-29.2% |
| Admin fee / account holder | $2,220 | $6,352-65.0% | $14,116-84.3% | $7,234-69.3% |