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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 | $43,095 | $72,492-40.6% | $87,104-50.5% | $72,975-40.9% |
| Participation rate | 59.3% | 72.8%-13.5pp | 76.9%-17.6pp | 69.5%-10.2pp |
| Annual return | 17.37% | 24.46%-7.1pp | 28.19%-10.8pp | 81.01%-63.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,746 | $3,270-46.6% | $4,048-56.9% | $3,608-51.6% |
| Admin fee / account holder | $13,329 | $5,055+163.7% | $7,491+77.9% | $5,124+160.1% |