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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 | $25,784 | $46,596-44.7% | $64,099-59.8% | $75,181-65.7% |
| Participation rate | 21.2% | 65.9%-44.7pp | 72.3%-51.1pp | 67.2%-46.0pp |
| Annual return | 14.66% | 26.04%-11.4pp | 33.70%-19.0pp | 160.69%-146.0pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $888 | $2,837-68.7% | $3,881-77.1% | $4,126-78.5% |
| Admin fee / account holder | $4,006 | $2,954+35.6% | $3,070+30.5% | $5,650-29.1% |