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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 | $61,100 | $93,598-34.7% | $135,974-55.1% | $75,173-18.7% |
| Participation rate | 42.9% | 75.2%-32.3pp | 81.9%-39.1pp | 67.2%-24.3pp |
| Annual return | 19.66% | 30.89%-11.2pp | 68.30%-48.6pp | 160.72%-141.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,729 | $6,405-57.4% | $7,760-64.8% | $4,126-33.9% |
| Admin fee / account holder | $1,150 | $6,978-83.5% | $10,767-89.3% | $5,651-79.7% |