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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 | $112,729-86.4% | $98,716-84.5% | $137,256-88.9% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.3%-40.7pp | 80.0%-51.4pp |
| Annual return | 16.69% | 38.48%-21.8pp | 31.81%-15.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,215 | $4,640-52.3% | $4,048-45.3% | $6,407-65.4% |
| Admin fee / account holder | $5,915 | $10,129-41.6% | $8,703-32.0% | $12,270-51.8% |