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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 | $22,423 | $102,638-78.2% | $81,982-72.6% | $158,982-85.9% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.3%-35.9pp | 82.0%-48.6pp |
| Annual return | 31.34% | 61.05%-29.7pp | 41.31%-10.0pp | 302.99%-271.7pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,392 | $4,649-70.1% | $3,722-62.6% | $5,983-76.7% |
| Admin fee / account holder | $6,330 | $8,237-23.2% | $5,665+11.7% | $11,252-43.7% |