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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 | $82,579 | $90,745-9.0% | $130,231-36.6% | $75,181+9.8% |
| Participation rate | 49.0% | 71.1%-22.1pp | 76.3%-27.3pp | 67.2%-18.2pp |
| Annual return | 16.01% | 34.45%-18.4pp | 38.77%-22.8pp | 160.69%-144.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,126-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,341 | $5,362-56.3% | $6,799-65.6% | $4,126-43.3% |
| Admin fee / account holder | $4,209 | $6,331-33.5% | $6,020-30.1% | $5,650-25.5% |