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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 | $40,416 | $77,908-48.1% | $149,696-73.0% | $75,173-46.2% |
| Participation rate | 37.0% | 65.6%-28.5pp | 78.8%-41.7pp | 67.2%-30.2pp |
| Annual return | 20.11% | 31.73%-11.6pp | 134.46%-114.4pp | 160.72%-140.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,950 | $3,411-42.8% | $5,682-65.7% | $4,126-52.7% |
| Admin fee / account holder | $1,001 | $5,950-83.2% | $13,212-92.4% | $5,651-82.3% |