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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 | $40,375 | $67,602-40.3% | $82,312-50.9% | $70,126-42.4% |
| Participation rate | 35.0% | 72.8%-37.8pp | 76.9%-41.9pp | 69.5%-34.5pp |
| Annual return | 21.35% | 21.57%-0.2pp | 25.88%-4.5pp | 73.15%-51.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,347 | $2,987-21.4% | $3,706-36.7% | $3,332-29.6% |
| Admin fee / account holder | $832 | $4,512-81.6% | $5,608-85.2% | $4,645-82.1% |