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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 | $12,955 | $100,970-87.2% | $96,576-86.6% | $137,256-90.6% |
| Participation rate | 53.3% | 82.6%-29.3pp | 81.4%-28.1pp | 80.0%-26.6pp |
| Annual return | 16.24% | 38.16%-21.9pp | 38.47%-22.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,228 | $8,286-73.1% | $7,956-72.0% | $6,407-65.2% |
| Admin fee / account holder | $5,681 | $11,312-49.8% | $11,381-50.1% | $12,270-53.7% |