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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 | $57,128 | $63,949-10.7% | $129,031-55.7% | $94,015-39.2% |
| Participation rate | 19.7% | 63.4%-43.7pp | 73.4%-53.7pp | 70.8%-51.1pp |
| Annual return | 15.15% | 17.56%-2.4pp | 34.67%-19.5pp | 17.84%-2.7pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,021 | $3,686-45.2% | $5,217-61.3% | $4,249-52.4% |
| Admin fee / account holder | $14,044 | $5,523+154.3% | $13,208+6.3% | $8,951+56.9% |