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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 | $82,000 | $145,431-43.6% | $211,142-61.2% | $87,485-6.3% |
| Participation rate | 65.7% | 84.7%-19.1pp | 87.3%-21.6pp | 68.9%-3.3pp |
| Annual return | 15.53% | 27.21%-11.7pp | 46.84%-31.3pp | 26.06%-10.5pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,418 | $6,859-21.0% | $9,284-41.6% | $4,274+26.8% |
| Admin fee / account holder | $873 | $17,052-94.9% | $19,076-95.4% | $7,775-88.8% |