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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 | $30,875 | $78,423-60.6% | $95,964-67.8% | $79,856-61.3% |
| Participation rate | 57.5% | 73.5%-16.0pp | 77.1%-19.6pp | 69.6%-12.1pp |
| Annual return | 16.35% | 19.37%-3.0pp | 91.64%-75.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,635 | $3,440-23.4% | $4,167-36.8% | $3,741-29.6% |
| Admin fee / account holder | $5,351 | $5,622-4.8% | $6,797-21.3% | $5,306+0.8% |