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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 | $17,796 | $68,705-74.1% | $86,279-79.4% | $82,637-78.5% |
| Participation rate | 49.4% | 73.5%-24.1pp | 78.7%-29.3pp | 68.1%-18.7pp |
| Annual return | 19.11% | 16.81%+2.3pp | 30.40%-11.3pp | 53.51%-34.4pp |
| Employer contribution / active EE | $0 | $3,714-100.0% | $4,663-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,250 | $4,188-70.1% | $5,658-77.9% | $4,126-69.7% |
| Admin fee / account holder | $1,300 | $6,541-80.1% | $10,485-87.6% | $7,339-82.3% |