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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 | $21,538 | $41,377-47.9% | $109,313-80.3% | $62,881-65.7% |
| Participation rate | 40.2% | 57.5%-17.3pp | 71.3%-31.0pp | 69.3%-29.1pp |
| Annual return | 21.35% | 11.05%+10.3pp | 22.07%-0.7pp | 20.14%+1.2pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,365 | $2,045-33.3% | $3,166-56.9% | $3,203-57.4% |
| Admin fee / account holder | $6,225 | $2,884+115.8% | $5,666+9.9% | $4,296+44.9% |