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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 | $37,072 | $61,356-39.6% | $149,696-75.2% | $71,511-48.2% |
| Participation rate | 60.0% | 62.5%-2.5pp | 78.8%-18.8pp | 67.9%-7.9pp |
| Annual return | 14.02% | 35.86%-21.8pp | 134.46%-120.4pp | 28.86%-14.8pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,469 | $2,920-15.4% | $5,682-56.5% | $4,291-42.4% |
| Admin fee / account holder | $6,568 | $1,263+420.0% | $13,212-50.3% | $1,588+313.5% |