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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 | $31,057 | $136,860-77.3% | $120,344-74.2% | $154,746-79.9% |
| Participation rate | 57.1% | 79.9%-22.7pp | 76.7%-19.6pp | 80.7%-23.6pp |
| Annual return | 17.23% | 21.38%-4.1pp | 20.30%-3.1pp | 172.34%-155.1pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,642 | $5,793-2.6% | $5,135+9.9% | $6,730-16.2% |
| Admin fee / account holder | $4,340 | $15,393-71.8% | $12,742-65.9% | $14,365-69.8% |