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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 | $41,535 | $88,672-53.2% | $105,223-60.5% | $82,448-49.6% |
| Participation rate | 55.8% | 67.9%-12.2pp | 75.0%-19.3pp | 68.1%-12.3pp |
| Annual return | 21.61% | 30.86%-9.2pp | 180.65%-159.0pp | 41.64%-20.0pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,746 | $4,036-32.0% | $5,072-45.9% | $4,139-33.7% |
| Admin fee / account holder | $2,289 | $7,146-68.0% | $8,859-74.2% | $7,234-68.4% |