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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 | $18,495 | $57,541-67.9% | $95,740-80.7% | $75,173-75.4% |
| Participation rate | 32.0% | 62.5%-30.5pp | 72.3%-40.3pp | 67.2%-35.2pp |
| Annual return | 68.62% | 34.93%+33.7pp | 28.41%+40.2pp | 160.72%-92.1pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,666 | $3,074+19.3% | $4,244-13.6% | $4,126-11.2% |
| Admin fee / account holder | $774 | $4,099-81.1% | $5,676-86.4% | $5,651-86.3% |