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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 | $48,060 | $41,377+16.1% | $109,313-56.0% | $62,881-23.6% |
| Participation rate | 31.3% | 57.5%-26.3pp | 71.3%-40.0pp | 69.3%-38.1pp |
| Annual return | 9.35% | 11.05%-1.7pp | 22.07%-12.7pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,350 | $2,045-34.0% | $3,166-57.4% | $3,203-57.9% |
| Admin fee / account holder | $2,120 | $2,884-26.5% | $5,666-62.6% | $4,296-50.6% |