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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 | $42,670 | $62,672-31.9% | $185,117-76.9% | $70,124-39.2% |
| Participation rate | 22.6% | 63.8%-41.1pp | 77.3%-54.6pp | 69.5%-46.9pp |
| Annual return | 16.74% | 40.79%-24.0pp | 40.50%-23.8pp | 73.14%-56.4pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,352 | $3,272-58.7% | $5,045-73.2% | $3,332-59.4% |
| Admin fee / account holder | $3,383 | $3,932-13.9% | $8,159-58.5% | $4,645-27.2% |