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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 | $39,493 | $100,970-60.9% | $96,576-59.1% | $137,256-71.2% |
| Participation rate | 43.5% | 82.6%-39.1pp | 81.4%-38.0pp | 80.0%-36.5pp |
| Annual return | 16.33% | 38.16%-21.8pp | 38.47%-22.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,986 | $8,286-39.8% | $7,956-37.3% | $6,407-22.2% |
| Admin fee / account holder | $9,013 | $11,312-20.3% | $11,381-20.8% | $12,270-26.5% |