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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 | $39,184 | $41,377-5.3% | $109,313-64.2% | $62,881-37.7% |
| Participation rate | 31.5% | 57.5%-26.1pp | 71.3%-39.8pp | 69.3%-37.8pp |
| Annual return | 6.06% | 11.05%-5.0pp | 22.07%-16.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,161 | $2,045+5.7% | $3,166-31.7% | $3,203-32.5% |
| Admin fee / account holder | $2,214 | $2,884-23.2% | $5,666-60.9% | $4,296-48.5% |