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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 | $40,705 | $136,860-70.3% | $120,344-66.2% | $154,746-73.7% |
| Participation rate | 33.3% | 79.9%-46.6pp | 76.7%-43.4pp | 80.7%-47.4pp |
| Annual return | 9.62% | 21.38%-11.8pp | 20.30%-10.7pp | 172.34%-162.7pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,259 | $5,793-61.0% | $5,135-56.0% | $6,730-66.4% |
| Admin fee / account holder | $8,321 | $15,393-45.9% | $12,742-34.7% | $14,365-42.1% |