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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 | $28,396 | $93,598-69.7% | $135,974-79.1% | $75,173-62.2% |
| Participation rate | 61.5% | 75.2%-13.7pp | 81.9%-20.4pp | 67.2%-5.7pp |
| Annual return | 21.99% | 30.89%-8.9pp | 68.30%-46.3pp | 160.72%-138.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,164 | $6,405+89.9% | $7,760+56.8% | $4,126+194.8% |
| Admin fee / account holder | $878 | $6,978-87.4% | $10,767-91.8% | $5,651-84.5% |