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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 | $24,649 | $81,262-69.7% | $155,602-84.2% | $80,911-69.5% |
| Participation rate | 53.3% | 66.2%-12.9pp | 78.2%-24.9pp | 67.6%-14.3pp |
| Annual return | 10.71% | 33.34%-22.6pp | 64.81%-54.1pp | 35.63%-24.9pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,594 | $3,451-53.8% | $5,629-71.7% | $4,297-62.9% |
| Admin fee / account holder | $775 | $7,992-90.3% | $15,923-95.1% | $6,935-88.8% |