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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 | $41,333 | $93,346-55.7% | $71,796-42.4% | $273,972-84.9% |
| Participation rate | 54.5% | 76.5%-22.0pp | 69.1%-14.6pp | 83.0%-28.5pp |
| Annual return | 4.76% | 130.39%-125.6pp | 78.04%-73.3pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,126 | $3,475-67.6% | $2,794-59.7% | $5,287-78.7% |
| Admin fee / account holder | $34,278 | $6,571+421.7% | $4,815+611.9% | $10,133+238.3% |