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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 | $23,641 | $84,236-71.9% | $170,439-86.1% | $70,124-66.3% |
| Participation rate | 15.2% | 70.8%-55.6pp | 83.6%-68.4pp | 69.5%-54.4pp |
| Annual return | 23.14% | 23.06%+0.1pp | 205.94%-182.8pp | 73.14%-50.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,280 | $3,086-58.5% | $4,939-74.1% | $3,332-61.6% |
| Admin fee / account holder | $530 | $5,698-90.7% | $13,881-96.2% | $4,645-88.6% |