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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 | $39,137 | $94,031-58.4% | $115,768-66.2% | $82,448-52.5% |
| Participation rate | 46.2% | 70.4%-24.3pp | 74.4%-28.2pp | 68.1%-21.9pp |
| Annual return | 13.43% | 20.61%-7.2pp | 100.46%-87.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,011 | $3,972-49.4% | $4,917-59.1% | $4,139-51.4% |
| Admin fee / account holder | $12,436 | $10,249+21.3% | $12,4390% | $7,234+71.9% |