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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 | $19,250 | $62,672-69.3% | $185,117-89.6% | $70,126-72.5% |
| Participation rate | 39.4% | 63.8%-24.4pp | 77.3%-37.9pp | 69.5%-30.1pp |
| Annual return | 20.40% | 40.79%-20.4pp | 40.50%-20.1pp | 73.15%-52.7pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,693 | $3,272-48.2% | $5,045-66.4% | $3,332-49.2% |
| Admin fee / account holder | $1,902 | $3,932-51.6% | $8,159-76.7% | $4,645-59.1% |