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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 | $34,951 | $56,287-37.9% | $80,977-56.8% | $62,881-44.4% |
| Participation rate | 23.9% | 68.9%-45.0pp | 75.8%-51.9pp | 69.3%-45.4pp |
| Annual return | 8.53% | 22.13%-13.6pp | 17.11%-8.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,303 | $4,196-45.1% | $5,696-59.6% | $3,203-28.1% |
| Admin fee / account holder | $807 | $3,742-78.4% | $5,517-85.4% | $4,296-81.2% |