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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 | $15,275 | $124,980-87.8% | $108,359-85.9% | $154,746-90.1% |
| Participation rate | 28.6% | 75.2%-46.6pp | 70.1%-41.6pp | 80.7%-52.1pp |
| Annual return | 16.69% | 45.00%-28.3pp | 36.89%-20.2pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,215 | $4,743-53.3% | $4,137-46.5% | $6,730-67.1% |
| Admin fee / account holder | $5,915 | $11,502-48.6% | $9,741-39.3% | $14,365-58.8% |