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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 | $35,261 | $93,345-62.2% | $119,126-70.4% | $87,485-59.7% |
| Participation rate | 18.4% | 68.7%-50.3pp | 75.8%-57.3pp | 68.9%-50.5pp |
| Annual return | 14.98% | 19.08%-4.1pp | 282.11%-267.1pp | 26.06%-11.1pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,791 | $4,099-56.3% | $5,318-66.3% | $4,274-58.1% |
| Admin fee / account holder | $622 | $8,039-92.3% | $10,693-94.2% | $7,775-92.0% |