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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 | $103,164-92.2% | $90,259-91.1% | $154,746-94.8% |
| Participation rate | 50.0% | 76.1%-26.1pp | 70.7%-20.7pp | 80.7%-30.7pp |
| Annual return | 13.81% | 19.25%-5.4pp | 18.88%-5.1pp | 172.34%-158.5pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,145 | $4,422-51.5% | $3,827-43.9% | $6,730-68.1% |
| Admin fee / account holder | $12,304 | $8,593+43.2% | $7,267+69.3% | $14,365-14.4% |