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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 | $29,085 | $58,493-50.3% | $84,021-65.4% | $72,975-60.1% |
| Participation rate | 32.9% | 61.2%-28.4pp | 69.0%-36.2pp | 69.5%-36.6pp |
| Annual return | 21.30% | 28.93%-7.6pp | 71.32%-50.0pp | 81.01%-59.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,535 | $2,394-35.9% | $3,239-52.6% | $3,608-57.5% |
| Admin fee / account holder | $567 | $4,569-87.6% | $6,102-90.7% | $5,124-88.9% |