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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 | $25,593 | $58,258-56.1% | $81,820-68.7% | $80,925-68.4% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 13.81% | 41.76%-27.9pp | 777.93%-764.1pp | 35.65%-21.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,127 | $3,284-35.2% | $4,323-50.8% | $4,299-50.5% |
| Admin fee / account holder | $624 | $4,976-87.5% | $7,391-91.6% | $6,940-91.0% |