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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 | $13,772 | $90,486-84.8% | $78,676-82.5% | $273,972-95.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 10.96% | 75.62%-64.7pp | 62.19%-51.2pp | 41.46%-30.5pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,455 | $3,901-37.1% | $3,517-30.2% | $5,287-53.6% |
| Admin fee / account holder | $3,225 | $5,263-38.7% | $4,510-28.5% | $10,133-68.2% |