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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 | $31,462 | $76,407-58.8% | $150,298-79.1% | $82,448-61.8% |
| Participation rate | 33.3% | 66.4%-33.1pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 21.20% | 39.99%-18.8pp | 62.79%-41.6pp | 41.64%-20.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,180 | $3,214-63.3% | $5,453-78.4% | $4,139-71.5% |
| Admin fee / account holder | $813 | $6,352-87.2% | $14,116-94.2% | $7,234-88.8% |