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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 | $11,541 | $77,908-85.2% | $149,696-92.3% | $75,173-84.6% |
| Participation rate | 25.4% | 65.6%-40.2pp | 78.8%-53.4pp | 67.2%-41.8pp |
| Annual return | 15.83% | 31.73%-15.9pp | 134.46%-118.6pp | 160.72%-144.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,176 | $3,411-65.5% | $5,682-79.3% | $4,126-71.5% |
| Admin fee / account holder | $8,239 | $5,950+38.5% | $13,212-37.6% | $5,651+45.8% |