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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 | $15,205 | $51,638-70.6% | $129,406-88.3% | $80,959-81.2% |
| Participation rate | 26.4% | 56.9%-30.5pp | 69.6%-43.2pp | 67.7%-41.3pp |
| Annual return | 13.14% | 20.78%-7.6pp | 9468.18%-9455.0pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,336 | $2,670-50.0% | $4,167-67.9% | $4,300-68.9% |
| Admin fee / account holder | $1,775 | $4,313-58.9% | $7,689-76.9% | $6,925-74.4% |