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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 | $15,108 | $46,599-67.6% | $64,101-76.4% | $75,173-79.9% |
| Participation rate | 16.9% | 65.9%-49.0pp | 72.3%-55.4pp | 67.2%-50.3pp |
| Annual return | 14.84% | 26.06%-11.2pp | 33.72%-18.9pp | 160.72%-145.9pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,033 | $2,837-63.6% | $3,881-73.4% | $4,126-75.0% |
| Admin fee / account holder | $2,316 | $2,956-21.6% | $3,070-24.6% | $5,651-59.0% |