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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 | $24,147 | $108,882-77.8% | $96,754-75.0% | $154,746-84.4% |
| Participation rate | 33.3% | 75.1%-41.7pp | 70.3%-36.9pp | 80.7%-47.4pp |
| Annual return | 15.48% | 98.39%-82.9pp | 82.04%-66.6pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,064 | $5,323-61.2% | $4,758-56.6% | $6,730-69.3% |
| Admin fee / account holder | $3,829 | $10,200-62.5% | $8,905-57.0% | $14,365-73.3% |