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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 | $48,058 | $87,132-44.8% | $105,624-54.5% | $80,959-40.6% |
| Participation rate | 60.5% | 70.4%-10.0pp | 75.3%-14.8pp | 67.7%-7.2pp |
| Annual return | 16.89% | 17.03%-0.1pp | 116.20%-99.3pp | 35.67%-18.8pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,791 | $3,985-30.0% | $5,013-44.3% | $4,300-35.1% |
| Admin fee / account holder | $2,705 | $8,449-68.0% | $10,961-75.3% | $6,925-60.9% |