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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 | $67,948 | $115,225-41.0% | $100,712-32.5% | $138,895-51.1% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.3%-29.3pp | 79.9%-39.9pp |
| Annual return | 12.35% | 40.35%-28.0pp | 33.27%-20.9pp | 145.39%-133.0pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,487 | $4,699-47.1% | $4,085-39.1% | $6,396-61.1% |
| Admin fee / account holder | $1,624 | $10,844-85.0% | $9,256-82.5% | $12,562-87.1% |