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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 | $10,462 | $51,207-79.6% | $70,565-85.2% | $75,177-86.1% |
| Participation rate | 38.5% | 61.0%-22.5pp | 68.4%-29.9pp | 67.2%-28.7pp |
| Annual return | 16.77% | 30.05%-13.3pp | 32.79%-16.0pp | 160.75%-144.0pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,325 | $2,850-53.5% | $4,568-71.0% | $4,126-67.9% |
| Admin fee / account holder | $5,629 | $4,097+37.4% | $6,430-12.4% | $5,651-0.4% |