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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 | $31,686 | $101,795-68.9% | $165,100-80.8% | $80,959-60.9% |
| Participation rate | 47.5% | 71.8%-24.3pp | 78.6%-31.1pp | 67.7%-20.2pp |
| Annual return | 17.75% | 16.73%+1.0pp | 70.21%-52.5pp | 35.67%-17.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,292 | $4,476-26.5% | $6,035-45.5% | $4,300-23.4% |
| Admin fee / account holder | $426 | $8,221-94.8% | $12,696-96.6% | $6,925-93.8% |