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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 | $20,032 | $58,258-65.6% | $81,820-75.5% | $80,925-75.2% |
| Participation rate | 56.9% | 63.5%-6.6pp | 72.4%-15.5pp | 67.7%-10.8pp |
| Annual return | 14.66% | 41.76%-27.1pp | 777.93%-763.3pp | 35.65%-21.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,065 | $3,284-67.6% | $4,323-75.4% | $4,299-75.2% |
| Admin fee / account holder | $2,139 | $4,976-57.0% | $7,391-71.1% | $6,940-69.2% |