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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 | $40,974 | $74,535-45.0% | $100,712-59.3% | $82,637-50.4% |
| Participation rate | 51.4% | 61.2%-9.8pp | 69.3%-17.9pp | 68.1%-16.7pp |
| Annual return | 16.55% | 18.92%-2.4pp | 33.27%-16.7pp | 53.51%-37.0pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,135 | $3,074-30.5% | $4,085-47.7% | $4,126-48.2% |
| Admin fee / account holder | $1,626 | $6,576-75.3% | $9,256-82.4% | $7,339-77.8% |