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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 | $21,349 | $51,638-58.7% | $129,406-83.5% | $80,959-73.6% |
| Participation rate | 25.5% | 56.9%-31.4pp | 69.6%-44.1pp | 67.7%-42.1pp |
| Annual return | 11.26% | 20.78%-9.5pp | 9468.18%-9456.9pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,351 | $2,670-49.4% | $4,167-67.6% | $4,300-68.6% |
| Admin fee / account holder | $9,121 | $4,313+111.5% | $7,689+18.6% | $6,925+31.7% |