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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 | $38,104 | $73,978-48.5% | $96,515-60.5% | $75,173-49.3% |
| Participation rate | 29.4% | 66.4%-37.0pp | 74.3%-44.9pp | 67.2%-37.8pp |
| Annual return | 16.03% | 26.72%-10.7pp | 35.73%-19.7pp | 160.72%-144.7pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,852 | $3,660-49.4% | $4,880-62.0% | $4,126-55.1% |
| Admin fee / account holder | $1,866 | $5,219-64.2% | $6,735-72.3% | $5,651-67.0% |