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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 | $19,700 | $84,236-76.6% | $170,435-88.4% | $70,126-71.9% |
| Participation rate | 64.5% | 70.8%-6.3pp | 83.6%-19.1pp | 69.5%-5.0pp |
| Annual return | 16.31% | 23.06%-6.7pp | 205.94%-189.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,034 | $3,086-1.7% | $4,939-38.6% | $3,332-8.9% |
| Admin fee / account holder | $5,396 | $5,698-5.3% | $13,881-61.1% | $4,645+16.2% |