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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 | $75,231 | $110,137-31.7% | $161,149-53.3% | $82,637-9.0% |
| Participation rate | 38.3% | 72.4%-34.0pp | 78.8%-40.5pp | 68.1%-29.7pp |
| Annual return | 17.54% | 20.69%-3.1pp | 21.16%-3.6pp | 53.51%-36.0pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,077 | $4,575-54.6% | $6,153-66.2% | $4,126-49.7% |
| Admin fee / account holder | $1,204 | $9,467-87.3% | $15,194-92.1% | $7,339-83.6% |