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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 | $33,698 | $84,236-60.0% | $170,435-80.2% | $70,126-51.9% |
| Participation rate | 52.0% | 70.8%-18.8pp | 83.6%-31.6pp | 69.5%-17.5pp |
| Annual return | 22.92% | 23.06%-0.1pp | 205.94%-183.0pp | 73.15%-50.2pp |
| Employer contribution / active EE | -$29 | $3,387-100.9% | $5,432-100.5% | $2,343-101.2% |
| Participant deferral / active EE | $983 | $3,086-68.1% | $4,939-80.1% | $3,332-70.5% |
| Admin fee / account holder | $4,074 | $5,698-28.5% | $13,881-70.6% | $4,645-12.3% |