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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 | $11,118 | $99,053-88.8% | $88,179-87.4% | $138,895-92.0% |
| Participation rate | 26.7% | 74.2%-47.6pp | 69.1%-42.5pp | 79.9%-53.3pp |
| Annual return | 13.30% | 78.17%-64.9pp | 64.97%-51.7pp | 145.39%-132.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,286 | $5,225-75.4% | $4,614-72.1% | $6,396-79.9% |
| Admin fee / account holder | $4,822 | $8,748-44.9% | $7,673-37.2% | $12,562-61.6% |