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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 | $70,322 | $108,882-35.4% | $96,754-27.3% | $154,746-54.6% |
| Participation rate | 45.5% | 75.1%-29.6pp | 70.3%-24.8pp | 80.7%-35.2pp |
| Annual return | 14.48% | 98.39%-83.9pp | 82.04%-67.6pp | 172.34%-157.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,115 | $5,323-60.3% | $4,758-55.5% | $6,730-68.6% |
| Admin fee / account holder | $3,847 | $10,200-62.3% | $8,905-56.8% | $14,365-73.2% |