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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 | $23,729 | $107,666-78.0% | $102,184-76.8% | $154,746-84.7% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 27.26% | 29.33%-2.1pp | 31.58%-4.3pp | 172.34%-145.1pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $31,488 | $8,719+261.1% | $8,309+279.0% | $6,730+367.8% |
| Admin fee / account holder | $6,582 | $12,943-49.1% | $11,609-43.3% | $14,365-54.2% |