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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 | $30,851 | $58,311-47.1% | $81,882-62.3% | $80,959-61.9% |
| Participation rate | 69.2% | 63.5%+5.7pp | 72.4%-3.2pp | 67.7%+1.6pp |
| Annual return | 28.75% | 41.85%-13.1pp | 779.47%-750.7pp | 35.67%-6.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,972 | $3,287+51.3% | $4,323+15.0% | $4,300+15.6% |
| Admin fee / account holder | $1,221 | $4,752-74.3% | $7,360-83.4% | $6,925-82.4% |