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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 | $26,625 | $43,075-38.2% | $74,577-64.3% | $62,881-57.7% |
| Participation rate | 26.5% | 58.1%-31.6pp | 68.1%-41.6pp | 69.3%-42.8pp |
| Annual return | 6.86% | 17.50%-10.6pp | 20.47%-13.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,482 | $2,389+87.6% | $3,458+29.6% | $3,203+39.9% |
| Admin fee / account holder | $16,049 | $2,840+465.1% | $4,138+287.8% | $4,296+273.6% |