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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 | $70,336 | $101,798-30.9% | $165,071-57.4% | $80,935-13.1% |
| Participation rate | 64.1% | 71.8%-7.8pp | 78.6%-14.6pp | 67.7%-3.6pp |
| Annual return | 13.59% | 16.73%-3.1pp | 70.17%-56.6pp | 35.66%-22.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,153 | $4,476-51.9% | $6,035-64.3% | $4,299-49.9% |
| Admin fee / account holder | $41,526 | $8,221+405.1% | $12,695+227.1% | $6,924+499.7% |