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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 | $23,687 | $51,604-54.1% | $129,295-81.7% | $80,874-70.7% |
| Participation rate | 63.6% | 57.0%+6.7pp | 69.6%-6.0pp | 67.6%-4.0pp |
| Annual return | 14.76% | 20.76%-6.0pp | 9429.28%-9414.5pp | 35.62%-20.9pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,918 | $2,670+159.1% | $4,169+65.9% | $4,297+61.0% |
| Admin fee / account holder | $3,227 | $4,310-25.1% | $7,665-57.9% | $6,935-53.5% |