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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 | $34,574 | $81,276-57.5% | $155,574-77.8% | $80,925-57.3% |
| Participation rate | 39.1% | 66.2%-27.1pp | 78.2%-39.1pp | 67.7%-28.5pp |
| Annual return | 21.75% | 33.36%-11.6pp | 64.87%-43.1pp | 35.65%-13.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,598 | $3,453-24.8% | $5,629-53.9% | $4,299-39.6% |
| Admin fee / account holder | $9,048 | $7,993+13.2% | $15,914-43.1% | $6,940+30.4% |