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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 | $22,028 | $61,390-64.1% | $112,228-80.4% | $75,177-70.7% |
| Participation rate | 44.1% | 61.6%-17.5pp | 72.4%-28.3pp | 67.2%-23.1pp |
| Annual return | 12.60% | 28.47%-15.9pp | 30.23%-17.6pp | 160.75%-148.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,432-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,834 | $3,108-41.0% | $4,800-61.8% | $4,126-55.6% |
| Admin fee / account holder | $10,275 | $4,862+111.3% | $7,752+32.6% | $5,651+81.8% |