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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 | $31,137 | $87,037-64.2% | $106,201-70.7% | $80,874-61.5% |
| Participation rate | 31.8% | 70.4%-38.6pp | 75.3%-43.5pp | 67.6%-35.8pp |
| Annual return | 13.90% | 17.05%-3.2pp | 116.26%-102.4pp | 35.62%-21.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,117 | $3,986-46.9% | $5,012-57.8% | $4,297-50.7% |
| Admin fee / account holder | $3,616 | $8,434-57.1% | $11,039-67.2% | $6,935-47.9% |