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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 | $23,661 | $85,766-72.4% | $136,298-82.6% | $70,126-66.3% |
| Participation rate | 61.5% | 74.2%-12.6pp | 81.9%-20.4pp | 69.5%-8.0pp |
| Annual return | 28.78% | 31.46%-2.7pp | 5156.27%-5127.5pp | 73.15%-44.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,263 | $5,051-55.2% | $6,247-63.8% | $3,332-32.1% |
| Admin fee / account holder | $2,245 | $5,421-58.6% | $9,244-75.7% | $4,645-51.7% |