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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 | $32,206 | $61,125-47.3% | $94,057-65.8% | $87,485-63.2% |
| Participation rate | 14.5% | 64.1%-49.6pp | 73.3%-58.9pp | 68.9%-54.5pp |
| Annual return | 22.55% | 35.20%-12.6pp | 480.62%-458.1pp | 26.06%-3.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,055 | $3,260-67.6% | $4,709-77.6% | $4,274-75.3% |
| Admin fee / account holder | $3,348 | $5,629-40.5% | $7,244-53.8% | $7,775-56.9% |