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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 | $21,483 | $74,535-71.2% | $100,712-78.7% | $82,637-74.0% |
| Participation rate | 67.8% | 61.2%+6.6pp | 69.3%-1.5pp | 68.1%-0.3pp |
| Annual return | 14.98% | 18.92%-3.9pp | 33.27%-18.3pp | 53.51%-38.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,558 | $3,074-49.3% | $4,085-61.9% | $4,126-62.2% |
| Admin fee / account holder | $6,607 | $6,576+0.5% | $9,256-28.6% | $7,339-10.0% |