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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 | $42,766 | $77,908-45.1% | $149,696-71.4% | $75,173-43.1% |
| Participation rate | 19.0% | 65.6%-46.5pp | 78.8%-59.7pp | 67.2%-48.2pp |
| Annual return | 14.66% | 31.73%-17.1pp | 134.46%-119.8pp | 160.72%-146.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,140 | $3,411-66.6% | $5,682-79.9% | $4,126-72.4% |
| Admin fee / account holder | $5,755 | $5,950-3.3% | $13,212-56.4% | $5,651+1.9% |