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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 | $18,831 | $58,275-67.7% | $81,844-77.0% | $80,935-76.7% |
| Participation rate | 40.7% | 63.5%-22.7pp | 72.4%-31.6pp | 67.7%-26.9pp |
| Annual return | 14.18% | 41.82%-27.6pp | 778.87%-764.7pp | 35.66%-21.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,450 | $3,285-55.9% | $4,323-66.5% | $4,299-66.3% |
| Admin fee / account holder | $4,172 | $4,749-12.1% | $7,355-43.3% | $6,924-39.7% |