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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 | $19,371 | $116,167-83.3% | $64,489-70.0% | $137,256-85.9% |
| Participation rate | 31.6% | 68.2%-36.6pp | 67.7%-36.1pp | 80.0%-48.4pp |
| Annual return | 17.07% | 36.55%-19.5pp | 55.03%-38.0pp | 220.34%-203.3pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,654 | $4,215-60.8% | $2,778-40.5% | $6,407-74.2% |
| Admin fee / account holder | $1,726 | $6,188-72.1% | $4,260-59.5% | $12,270-85.9% |