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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 | $57,880 | $101,778-43.1% | $164,975-64.9% | $80,925-28.5% |
| Participation rate | 46.4% | 71.8%-25.4pp | 78.6%-32.2pp | 67.7%-21.2pp |
| Annual return | 11.32% | 16.73%-5.4pp | 70.12%-58.8pp | 35.65%-24.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,337 | $4,477-47.8% | $6,033-61.3% | $4,299-45.6% |
| Admin fee / account holder | $9,385 | $8,221+14.2% | $12,688-26.0% | $6,940+35.2% |