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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 | $20,335 | $39,132-48.0% | $57,196-64.4% | $62,881-67.7% |
| Participation rate | 41.2% | 70.5%-29.3pp | 75.3%-34.2pp | 69.3%-28.1pp |
| Annual return | 4.68% | 9.24%-4.6pp | 14.59%-9.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $187 | $1,874-90.0% | $2,683-93.0% | $2,281-91.8% |
| Participant deferral / active EE | $1,426 | $2,374-40.0% | $3,096-54.0% | $3,203-55.5% |
| Admin fee / account holder | $2,658 | $2,594+2.5% | $3,141-15.4% | $4,296-38.1% |