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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 | $20,206 | $76,407-73.6% | $150,298-86.6% | $82,448-75.5% |
| Participation rate | 68.9% | 66.4%+2.5pp | 77.8%-8.9pp | 68.1%+0.8pp |
| Annual return | 13.84% | 39.99%-26.2pp | 62.79%-48.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,528 | $3,214-21.4% | $5,453-53.6% | $4,139-38.9% |
| Admin fee / account holder | $19,139 | $6,352+201.3% | $14,116+35.6% | $7,234+164.6% |