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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 | $25,431 | $41,377-38.5% | $109,313-76.7% | $62,881-59.6% |
| Participation rate | 25.0% | 57.5%-32.5pp | 71.3%-46.3pp | 69.3%-44.3pp |
| Annual return | 5.98% | 11.05%-5.1pp | 22.07%-16.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $903 | $2,045-55.8% | $3,166-71.5% | $3,203-71.8% |
| Admin fee / account holder | $5,316 | $2,884+84.3% | $5,666-6.2% | $4,296+23.7% |