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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 | $24,440 | $60,349-59.5% | $74,184-67.1% | $62,881-61.1% |
| Participation rate | 30.3% | 72.7%-42.4pp | 76.6%-46.3pp | 69.3%-39.0pp |
| Annual return | 9.85% | 21.38%-11.5pp | 17.74%-7.9pp | 20.14%-10.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,314 | $2,856-54.0% | $3,550-63.0% | $3,203-59.0% |
| Admin fee / account holder | $5,338 | $4,261+25.3% | $5,586-4.4% | $4,296+24.3% |