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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 | $39,668 | $116,203-65.9% | $93,621-57.6% | $152,909-74.1% |
| Participation rate | 69.6% | 78.1%-8.5pp | 75.8%-6.3pp | 82.5%-12.9pp |
| Annual return | 15.53% | 35.96%-20.4pp | 32.76%-17.2pp | 345.46%-329.9pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,313 | $4,605-71.5% | $4,070-67.7% | $5,851-77.6% |
| Admin fee / account holder | $9,796 | $10,751-8.9% | $7,890+24.2% | $11,601-15.6% |