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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 | $23,075 | $72,027-68.0% | $185,835-87.6% | $79,852-71.1% |
| Participation rate | 64.1% | 65.8%-1.7pp | 78.0%-14.0pp | 69.6%-5.6pp |
| Annual return | 0.00% | 23.13%-23.1pp | 35.96%-36.0pp | 31.72%-31.7pp |
| Employer contribution / active EE | $354 | $1,965-82.0% | $4,087-91.3% | $2,471-85.7% |
| Participant deferral / active EE | $1,553 | $3,780-58.9% | $5,633-72.4% | $3,740-58.5% |
| Admin fee / account holder | $2,519 | $4,513-44.2% | $9,502-73.5% | $5,306-52.5% |