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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 | $17,940 | $181,062-90.1% | $158,223-88.7% | $155,188-88.4% |
| Participation rate | 35.3% | 82.7%-47.4pp | 79.2%-43.9pp | 80.8%-45.5pp |
| Annual return | 20.98% | 57.39%-36.4pp | 52.09%-31.1pp | 148.84%-127.9pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,237 | $6,134-63.5% | $5,467-59.1% | $6,531-65.7% |
| Admin fee / account holder | $946 | $18,825-95.0% | $16,047-94.1% | $14,480-93.5% |