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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 | $16,450 | $86,050-80.9% | $189,758-91.3% | $94,015-82.5% |
| Participation rate | 40.4% | 68.9%-28.5pp | 79.8%-39.4pp | 70.8%-30.4pp |
| Annual return | 12.01% | 17.77%-5.8pp | 52.62%-40.6pp | 17.84%-5.8pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,650 | $3,349+9.0% | $5,856-37.7% | $4,249-14.1% |
| Admin fee / account holder | $1,000 | $6,627-84.9% | $20,388-95.1% | $8,951-88.8% |