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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 | $14,645 | $58,057-74.8% | $97,032-84.9% | $86,983-83.2% |
| Participation rate | 60.0% | 60.4%-0.4pp | 71.6%-11.6pp | 69.5%-9.5pp |
| Annual return | 18.44% | 22.26%-3.8pp | 35.38%-16.9pp | 25.83%-7.4pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,022 | $3,244-37.7% | $4,672-56.7% | $4,194-51.8% |
| Admin fee / account holder | $1,922 | $4,839-60.3% | $9,418-79.6% | $7,856-75.5% |