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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 | $23,965 | $49,138-51.2% | $84,021-71.5% | $65,185-63.2% |
| Participation rate | 20.8% | 60.7%-40.0pp | 69.0%-48.3pp | 70.2%-49.4pp |
| Annual return | 21.48% | 23.00%-1.5pp | 71.32%-49.8pp | 29.38%-7.9pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,984-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,215 | $2,397-49.3% | $3,239-62.5% | $3,514-65.4% |
| Admin fee / account holder | $2,323 | $543+327.4% | $6,102-61.9% | $847+174.1% |