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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 | $22,104 | $70,666-68.7% | $169,385-87.0% | $75,181-70.6% |
| Participation rate | 64.5% | 64.8%-0.3pp | 77.2%-12.6pp | 67.2%-2.7pp |
| Annual return | 21.42% | 36.37%-15.0pp | 405.82%-384.4pp | 160.69%-139.3pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,493 | $4,308-42.1% | $6,221-59.9% | $4,126-39.6% |
| Admin fee / account holder | $1,207 | $5,402-77.7% | $9,011-86.6% | $5,650-78.6% |