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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 | $34,167 | $149,040-77.1% | $120,225-71.6% | $137,256-75.1% |
| Participation rate | 23.5% | 75.4%-51.9pp | 69.6%-46.0pp | 80.0%-56.4pp |
| Annual return | 17.39% | 605.68%-588.3pp | 439.23%-421.8pp | 220.34%-203.0pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,812 | $4,655-39.6% | $3,999-29.7% | $6,407-56.1% |
| Admin fee / account holder | $1,613 | $6,348-74.6% | $5,696-71.7% | $12,270-86.9% |