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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 | $56,332 | $71,230-20.9% | $93,727-39.9% | $80,959-30.4% |
| Participation rate | 38.8% | 60.4%-21.6pp | 68.7%-29.9pp | 67.7%-28.9pp |
| Annual return | 11.33% | 11.26%+0.1pp | 133.83%-122.5pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,792 | $4,037-55.6% | $4,417-59.4% | $4,300-58.3% |
| Admin fee / account holder | $29,751 | $6,961+327.4% | $8,292+258.8% | $6,925+329.6% |