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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 | $18,741 | $100,811-81.4% | $86,698-78.4% | $134,545-86.1% |
| Participation rate | 35.0% | 79.0%-44.0pp | 76.6%-41.6pp | 81.2%-46.2pp |
| Annual return | 16.33% | 29.11%-12.8pp | 35.96%-19.6pp | 418.37%-402.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,003 | $5,339-43.8% | $4,656-35.5% | $6,401-53.1% |
| Admin fee / account holder | $2,914 | $10,926-73.3% | $7,492-61.1% | $11,431-74.5% |