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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 | $50,451 | $58,099-13.2% | $76,872-34.4% | $75,173-32.9% |
| Participation rate | 42.9% | 63.9%-21.0pp | 69.6%-26.7pp | 67.2%-24.3pp |
| Annual return | 19.77% | 26.71%-6.9pp | 37.90%-18.1pp | 160.72%-141.0pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,606 | $2,999-46.5% | $3,832-58.1% | $4,126-61.1% |
| Admin fee / account holder | $2,424 | $4,778-49.3% | $5,476-55.7% | $5,651-57.1% |