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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 | $35,469 | $105,248-66.3% | $147,318-75.9% | $71,012-50.1% |
| Participation rate | 17.5% | 66.1%-48.7pp | 82.1%-64.6pp | 58.6%-41.1pp |
| Annual return | 17.45% | 26.02%-8.6pp | 70.43%-53.0pp | 37.67%-20.2pp |
| Employer contribution / active EE | $1 | $3,785-100.0% | $4,593-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $2,865 | $6,452-55.6% | $7,906-63.8% | $3,246-11.8% |
| Admin fee / account holder | $6,691 | $862+675.8% | $13,708-51.2% | $1,167+473.2% |