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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 | $15,807 | $174,379-90.9% | $152,093-89.6% | $138,895-88.6% |
| Participation rate | 38.5% | 81.6%-43.2pp | 77.8%-39.3pp | 79.9%-41.5pp |
| Annual return | 23.94% | 74.86%-50.9pp | 66.36%-42.4pp | 145.39%-121.5pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,971 | $6,159-51.8% | $5,451-45.5% | $6,396-53.5% |
| Admin fee / account holder | $1,117 | $16,880-93.4% | $14,497-92.3% | $12,562-91.1% |