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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 | $86,571 | $114,013-24.1% | $103,693-16.5% | $155,188-44.2% |
| Participation rate | 21.7% | 75.2%-53.5pp | 72.6%-50.9pp | 80.8%-59.1pp |
| Annual return | 14.01% | 49.31%-35.3pp | 47.61%-33.6pp | 148.84%-134.8pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,909 | $4,970-41.5% | $4,579-36.5% | $6,531-55.5% |
| Admin fee / account holder | $679 | $8,407-91.9% | $7,858-91.4% | $14,480-95.3% |