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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 | $21,159 | $55,453-61.8% | $170,439-87.6% | $62,293-66.0% |
| Participation rate | 42.9% | 66.4%-23.5pp | 83.6%-40.7pp | 69.5%-26.7pp |
| Annual return | 17.15% | 21.38%-4.2pp | 205.94%-188.8pp | 28.90%-11.7pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,515 | $2,303-34.2% | $4,939-69.3% | $3,169-52.2% |
| Admin fee / account holder | $2,370 | $455+420.9% | $13,881-82.9% | $479+394.5% |