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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 | $33,369 | $55,453-39.8% | $170,435-80.4% | $62,293-46.4% |
| Participation rate | 15.7% | 66.4%-50.7pp | 83.6%-67.9pp | 69.5%-53.8pp |
| Annual return | 20.89% | 21.38%-0.5pp | 205.94%-185.0pp | 28.90%-8.0pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,663 | $2,303-27.8% | $4,939-66.3% | $3,169-47.5% |
| Admin fee / account holder | $1,092 | $455+139.9% | $13,881-92.1% | $479+127.7% |