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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 | $45,232 | $117,444-61.5% | $99,479-54.5% | $152,909-70.4% |
| Participation rate | 31.8% | 77.5%-45.7pp | 73.8%-42.0pp | 82.5%-50.6pp |
| Annual return | 21.70% | 31.87%-10.2pp | 30.72%-9.0pp | 345.46%-323.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,473 | $4,086-63.9% | $3,619-59.3% | $5,851-74.8% |
| Admin fee / account holder | $416 | $7,635-94.6% | $6,253-93.3% | $11,601-96.4% |