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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 | $70,506 | $76,407-7.7% | $150,298-53.1% | $82,448-14.5% |
| Participation rate | 32.1% | 66.4%-34.3pp | 77.8%-45.6pp | 68.1%-35.9pp |
| Annual return | 18.88% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,374 | $3,214-26.1% | $5,453-56.5% | $4,139-42.6% |
| Admin fee / account holder | $1,370 | $6,352-78.4% | $14,116-90.3% | $7,234-81.1% |