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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 | $23,379 | $51,638-54.7% | $68,368-65.8% | $82,448-71.6% |
| Participation rate | 25.3% | 63.6%-38.3pp | 73.8%-48.4pp | 68.1%-42.8pp |
| Annual return | 27.28% | 37.53%-10.3pp | 292.57%-265.3pp | 41.64%-14.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,248 | $2,914-57.2% | $4,123-69.7% | $4,139-69.9% |
| Admin fee / account holder | $4,719 | $4,643+1.6% | $5,150-8.4% | $7,234-34.8% |