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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 | $43,268 | $75,058-42.4% | $152,301-71.6% | $64,340-32.8% |
| Participation rate | 47.6% | 60.9%-13.3pp | 82.4%-34.9pp | 55.2%-7.7pp |
| Annual return | 21.03% | 29.93%-8.9pp | 80.50%-59.5pp | 24.14%-3.1pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,456 | $5,041-31.4% | $8,004-56.8% | $2,980+16.0% |
| Admin fee / account holder | $1,025 | $4,050-74.7% | $14,398-92.9% | $3,703-72.3% |