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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 | $33,367 | $61,125-45.4% | $94,057-64.5% | $87,485-61.9% |
| Participation rate | 28.6% | 64.1%-35.5pp | 73.3%-44.8pp | 68.9%-40.4pp |
| Annual return | 16.66% | 35.20%-18.5pp | 480.62%-464.0pp | 26.06%-9.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,668 | $3,260-48.8% | $4,709-64.6% | $4,274-61.0% |
| Admin fee / account holder | $1,236 | $5,629-78.0% | $7,244-82.9% | $7,775-84.1% |