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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 | $32,746 | $76,407-57.1% | $150,298-78.2% | $82,448-60.3% |
| Participation rate | 15.9% | 66.4%-50.5pp | 77.8%-61.9pp | 68.1%-52.2pp |
| Annual return | 18.88% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,166 | $3,214-63.7% | $5,453-78.6% | $4,139-71.8% |
| Admin fee / account holder | $436 | $6,352-93.1% | $14,116-96.9% | $7,234-94.0% |