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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 | $22,127 | $48,053-54.0% | $84,628-73.9% | $72,975-69.7% |
| Participation rate | 55.9% | 57.6%-1.6pp | 68.2%-12.3pp | 69.5%-13.6pp |
| Annual return | 23.75% | 37.39%-13.6pp | 258.80%-235.0pp | 81.01%-57.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,125 | $2,681-58.0% | $3,900-71.2% | $3,608-68.8% |
| Admin fee / account holder | $497 | $3,395-85.4% | $4,914-89.9% | $5,124-90.3% |