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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 | $36,222 | $63,082-42.6% | $81,716-55.7% | $79,852-54.6% |
| Participation rate | 67.2% | 67.5%-0.4pp | 72.0%-4.8pp | 69.6%-2.5pp |
| Annual return | 12.63% | 22.66%-10.0pp | 29.49%-16.9pp | 31.72%-19.1pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,223 | $2,780-20.0% | $7,108-68.7% | $3,740-40.6% |
| Admin fee / account holder | $1,165 | $4,428-73.7% | $5,159-77.4% | $5,306-78.0% |