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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 | $26,710 | $48,078-44.4% | $78,676-66.1% | $62,881-57.5% |
| Participation rate | 58.1% | 65.2%-7.1pp | 73.6%-15.4pp | 69.3%-11.2pp |
| Annual return | 6.15% | 31.36%-25.2pp | 62.19%-56.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $803 | $2,587-69.0% | $3,517-77.2% | $3,203-74.9% |
| Admin fee / account holder | $2,404 | $3,206-25.0% | $4,510-46.7% | $4,296-44.0% |