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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 | $62,751 | $81,331-22.8% | $155,534-59.7% | $80,935-22.5% |
| Participation rate | 39.5% | 66.3%-26.7pp | 78.2%-38.7pp | 67.7%-28.1pp |
| Annual return | 16.86% | 33.37%-16.5pp | 64.92%-48.1pp | 35.66%-18.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,199 | $3,454+50.5% | $5,630-7.7% | $4,299+20.9% |
| Admin fee / account holder | $1,394 | $7,999-82.6% | $15,900-91.2% | $6,924-79.9% |