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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 | $49,953 | $76,407-34.6% | $150,298-66.8% | $82,448-39.4% |
| Participation rate | 20.0% | 66.4%-46.4pp | 77.8%-57.8pp | 68.1%-48.1pp |
| Annual return | 81.88% | 39.99%+41.9pp | 62.79%+19.1pp | 41.64%+40.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,094 | $3,214-66.0% | $5,453-79.9% | $4,139-73.6% |
| Admin fee / account holder | $11,683 | $6,352+83.9% | $14,116-17.2% | $7,234+61.5% |