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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 | $42,936 | $108,882-60.6% | $96,754-55.6% | $154,746-72.3% |
| Participation rate | 36.4% | 75.1%-38.7pp | 70.3%-33.9pp | 80.7%-44.3pp |
| Annual return | 13.84% | 98.39%-84.6pp | 82.04%-68.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | -$4 | $3,018-100.1% | $2,679-100.2% | $4,379-100.1% |
| Participant deferral / active EE | $7,956 | $5,323+49.5% | $4,758+67.2% | $6,730+18.2% |
| Admin fee / account holder | $6,316 | $10,200-38.1% | $8,905-29.1% | $14,365-56.0% |