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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 | $27,936 | $124,425-77.5% | $112,040-75.1% | $137,256-79.6% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.5%-19.3pp | 80.0%-22.8pp |
| Annual return | 10.82% | 24.72%-13.9pp | 24.52%-13.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,217 | $5,718-61.2% | $5,098-56.5% | $6,407-65.4% |
| Admin fee / account holder | $7,218 | $15,207-52.5% | $12,098-40.3% | $12,270-41.2% |