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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 | $38,416 | $153,311-74.9% | $109,313-64.9% | $273,972-86.0% |
| Participation rate | 52.2% | 80.1%-27.9pp | 71.3%-19.1pp | 83.0%-30.8pp |
| Annual return | 9.48% | 29.86%-20.4pp | 22.07%-12.6pp | 41.46%-32.0pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,587 | $3,932-59.6% | $3,166-49.9% | $5,287-70.0% |
| Admin fee / account holder | $4,623 | $8,076-42.8% | $5,666-18.4% | $10,133-54.4% |