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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 | $42,105 | $153,311-72.5% | $109,313-61.5% | $273,972-84.6% |
| Participation rate | 66.7% | 80.1%-13.4pp | 71.3%-4.6pp | 83.0%-16.3pp |
| Annual return | 3.08% | 29.86%-26.8pp | 22.07%-19.0pp | 41.46%-38.4pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,257 | $3,932+84.6% | $3,166+129.2% | $5,287+37.3% |
| Admin fee / account holder | $733 | $8,076-90.9% | $5,666-87.1% | $10,133-92.8% |