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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 | $33,742 | $98,760-65.8% | $149,715-77.5% | $79,858-57.7% |
| Participation rate | 38.5% | 75.8%-37.3pp | 82.5%-44.0pp | 69.6%-31.2pp |
| Annual return | 18.91% | 27.43%-8.5pp | 276.66%-257.8pp | 31.72%-12.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,491 | $5,681-56.1% | $6,842-63.6% | $3,740-33.4% |
| Admin fee / account holder | $1,240 | $6,053-79.5% | $9,310-86.7% | $5,306-76.6% |