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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 | $28,849 | $76,407-62.2% | $150,298-80.8% | $82,448-65.0% |
| Participation rate | 60.7% | 66.4%-5.7pp | 77.8%-17.0pp | 68.1%-7.4pp |
| Annual return | 14.86% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,431 | $3,214-55.5% | $5,453-73.8% | $4,139-65.4% |
| Admin fee / account holder | $2,670 | $6,352-58.0% | $14,116-81.1% | $7,234-63.1% |