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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 | $72,735 | $126,113-42.3% | $116,096-37.3% | $155,188-53.1% |
| Participation rate | 17.6% | 75.1%-57.5pp | 73.3%-55.7pp | 80.8%-63.2pp |
| Annual return | 14.98% | 391.72%-376.7pp | 326.25%-311.3pp | 148.84%-133.9pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,221 | $4,162-46.6% | $3,952-43.8% | $6,531-66.0% |
| Admin fee / account holder | $1,550 | $8,045-80.7% | $7,704-79.9% | $14,480-89.3% |