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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 | $24,030 | $65,712-63.4% | $57,196-58.0% | $273,972-91.2% |
| Participation rate | 53.8% | 78.3%-24.5pp | 75.3%-21.5pp | 83.0%-29.2pp |
| Annual return | 4.81% | 22.01%-17.2pp | 14.59%-9.8pp | 41.46%-36.6pp |
| Employer contribution / active EE | $3 | $3,280-99.9% | $2,683-99.9% | $4,869-99.9% |
| Participant deferral / active EE | $1,609 | $3,782-57.4% | $3,096-48.0% | $5,287-69.6% |
| Admin fee / account holder | $2,536 | $4,838-47.6% | $3,141-19.3% | $10,133-75.0% |