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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 | $59,033 | $71,197-17.1% | $93,669-37.0% | $80,925-27.1% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 18.34% | 11.27%+7.1pp | 133.59%-115.3pp | 35.65%-17.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,125 | $4,036-22.6% | $4,416-29.2% | $4,299-27.3% |
| Admin fee / account holder | $4,757 | $6,959-31.6% | $8,291-42.6% | $6,940-31.5% |