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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 | $16,346 | $174,379-90.6% | $152,093-89.3% | $138,895-88.2% |
| Participation rate | 47.8% | 81.6%-33.8pp | 77.8%-29.9pp | 79.9%-32.1pp |
| Annual return | 20.07% | 74.86%-54.8pp | 66.36%-46.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,400 | $6,159-61.0% | $5,451-56.0% | $6,396-62.5% |
| Admin fee / account holder | $1,081 | $16,880-93.6% | $14,497-92.5% | $12,562-91.4% |