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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 | $33,732 | $88,996-62.1% | $78,004-56.8% | $138,895-75.7% |
| Participation rate | 16.7% | 74.4%-57.7pp | 69.4%-52.8pp | 79.9%-63.3pp |
| Annual return | 12.69% | 28.03%-15.3pp | 31.07%-18.4pp | 145.39%-132.7pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,542 | $4,724-67.4% | $4,092-62.3% | $6,396-75.9% |
| Admin fee / account holder | $1,226 | $8,807-86.1% | $7,578-83.8% | $12,562-90.2% |