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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 | $51,236 | $110,410-53.6% | $102,437-50.0% | $145,897-64.9% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 9.67% | 24.85%-15.2pp | 24.95%-15.3pp | 552.29%-542.6pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,178 | $5,622-61.3% | $5,060-57.0% | $6,689-67.4% |
| Admin fee / account holder | $1,363 | $9,745-86.0% | $8,388-83.7% | $13,390-89.8% |