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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 | $19,337 | $85,171-77.3% | $172,753-88.8% | $72,976-73.5% |
| Participation rate | 68.4% | 70.1%-1.6pp | 82.6%-14.2pp | 69.5%-1.1pp |
| Annual return | 17.51% | 27.32%-9.8pp | 803.00%-785.5pp | 81.02%-63.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,344 | $3,260-58.8% | $5,198-74.1% | $3,608-62.7% |
| Admin fee / account holder | $6,428 | $5,880+9.3% | $13,956-53.9% | $5,124+25.5% |