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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 | $36,765 | $77,920-52.8% | $149,723-75.4% | $75,177-51.1% |
| Participation rate | 54.9% | 65.6%-10.7pp | 78.8%-23.9pp | 67.2%-12.3pp |
| Annual return | 21.86% | 31.72%-9.9pp | 134.50%-112.6pp | 160.75%-138.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,616 | $3,411-52.6% | $5,682-71.6% | $4,126-60.8% |
| Admin fee / account holder | $7,613 | $5,951+27.9% | $13,215-42.4% | $5,651+34.7% |