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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 | $123,155-87.6% | $108,753-86.0% | $155,188-90.2% |
| Participation rate | 28.6% | 75.6%-47.1pp | 71.1%-42.5pp | 80.8%-52.2pp |
| Annual return | 16.69% | 44.73%-28.0pp | 37.47%-20.8pp | 148.84%-132.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,215 | $4,623-52.1% | $4,115-46.2% | $6,531-66.1% |
| Admin fee / account holder | $5,915 | $12,126-51.2% | $10,320-42.7% | $14,480-59.2% |