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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 | $8,023 | $102,245-92.2% | $89,340-91.0% | $137,256-94.2% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 13.81% | 21.89%-8.1pp | 20.57%-6.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,145 | $4,436-51.6% | $3,823-43.9% | $6,407-66.5% |
| Admin fee / account holder | $12,304 | $8,085+52.2% | $6,704+83.5% | $12,270+0.3% |