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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 | $50,719 | $107,809-53.0% | $97,032-47.7% | $155,188-67.3% |
| Participation rate | 23.1% | 75.5%-52.4pp | 71.6%-48.5pp | 80.8%-57.7pp |
| Annual return | 18.15% | 38.06%-19.9pp | 35.38%-17.2pp | 148.84%-130.7pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,816 | $5,129-45.1% | $4,672-39.7% | $6,531-56.9% |
| Admin fee / account holder | $835 | $10,717-92.2% | $9,418-91.1% | $14,480-94.2% |