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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 | $31,669 | $181,062-82.5% | $158,223-80.0% | $155,188-79.6% |
| Participation rate | 23.1% | 82.7%-59.6pp | 79.2%-56.1pp | 80.8%-57.7pp |
| Annual return | 13.76% | 57.39%-43.6pp | 52.09%-38.3pp | 148.84%-135.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,960 | $6,134-68.1% | $5,467-64.1% | $6,531-70.0% |
| Admin fee / account holder | $4,556 | $18,825-75.8% | $16,047-71.6% | $14,480-68.5% |