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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 | $49,362 | $91,198-45.9% | $178,503-72.3% | $79,856-38.2% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 12.21% | 24.20%-12.0pp | 151.12%-138.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,016 | $3,237-37.7% | $5,202-61.2% | $3,741-46.1% |
| Admin fee / account holder | $2,567 | $6,748-62.0% | $13,987-81.6% | $5,306-51.6% |