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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 | $26,373 | $46,877-43.7% | $122,354-78.4% | $70,126-62.4% |
| Participation rate | 51.1% | 58.2%-7.1pp | 71.6%-20.5pp | 69.5%-18.4pp |
| Annual return | 26.50% | 24.22%+2.3pp | 30.28%-3.8pp | 73.15%-46.6pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,172 | $2,167+138.7% | $3,287+57.3% | $3,332+55.2% |
| Admin fee / account holder | $1,420 | $3,324-57.3% | $5,479-74.1% | $4,645-69.4% |