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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 | $20,383 | $62,672-67.5% | $185,117-89.0% | $70,126-70.9% |
| Participation rate | 55.9% | 63.8%-7.9pp | 77.3%-21.4pp | 69.5%-13.7pp |
| Annual return | 17.70% | 40.79%-23.1pp | 40.50%-22.8pp | 73.15%-55.4pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,585 | $3,272+9.6% | $5,045-28.9% | $3,332+7.6% |
| Admin fee / account holder | $406 | $3,932-89.7% | $8,159-95.0% | $4,645-91.3% |