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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 | $47,199 | $68,852-31.4% | $120,524-60.8% | $80,925-41.7% |
| Participation rate | 24.0% | 61.6%-37.6pp | 71.9%-47.9pp | 67.7%-43.7pp |
| Annual return | 14.69% | 23.67%-9.0pp | 107.36%-92.7pp | 35.65%-21.0pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,951 | $3,187-38.8% | $4,994-60.9% | $4,299-54.6% |
| Admin fee / account holder | $2,964 | $5,781-48.7% | $9,440-68.6% | $6,940-57.3% |