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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 | $39,353 | $81,358-51.6% | $155,556-74.7% | $80,959-51.4% |
| Participation rate | 50.9% | 66.3%-15.3pp | 78.2%-27.3pp | 67.7%-16.7pp |
| Annual return | 16.19% | 33.39%-17.2pp | 64.84%-48.6pp | 35.67%-19.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,296 | $3,455-62.5% | $5,631-77.0% | $4,300-69.9% |
| Admin fee / account holder | $9,069 | $7,994+13.5% | $15,885-42.9% | $6,925+31.0% |