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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 | $20,854 | $100,970-79.3% | $96,576-78.4% | $137,256-84.8% |
| Participation rate | 61.5% | 82.6%-21.1pp | 81.4%-19.9pp | 80.0%-18.4pp |
| Annual return | 29.75% | 38.16%-8.4pp | 38.47%-8.7pp | 220.34%-190.6pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,834 | $8,286+30.7% | $7,956+36.2% | $6,407+69.1% |
| Admin fee / account holder | $1,742 | $11,312-84.6% | $11,381-84.7% | $12,270-85.8% |