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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 | $58,322 | $69,977-16.7% | $108,582-46.3% | $62,881-7.3% |
| Participation rate | 23.6% | 72.9%-49.3pp | 79.6%-56.0pp | 69.3%-45.7pp |
| Annual return | 8.08% | 10.73%-2.7pp | -51.70%+59.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,704 | $3,165-46.1% | $4,311-60.5% | $3,203-46.8% |
| Admin fee / account holder | $11,193 | $5,076+120.5% | $7,645+46.4% | $4,296+160.6% |