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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 | $17,197 | $78,690-78.1% | $161,489-89.4% | $87,485-80.3% |
| Participation rate | 40.8% | 67.5%-26.6pp | 78.7%-37.9pp | 68.9%-28.1pp |
| Annual return | 14.47% | 32.74%-18.3pp | 89.72%-75.2pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,291 | $3,311-61.0% | $5,630-77.1% | $4,274-69.8% |
| Admin fee / account holder | $1,146 | $6,724-82.9% | $16,006-92.8% | $7,775-85.3% |