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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 | $46,511 | $70,684-34.2% | $169,397-72.5% | $75,177-38.1% |
| Participation rate | 14.1% | 64.8%-50.7pp | 77.2%-63.0pp | 67.2%-53.1pp |
| Annual return | 20.22% | 36.38%-16.2pp | 406.23%-386.0pp | 160.75%-140.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,821 | $4,310-57.7% | $6,223-70.7% | $4,126-55.9% |
| Admin fee / account holder | $4,009 | $5,404-25.8% | $9,017-55.5% | $5,651-29.1% |