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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 | $18,172 | $43,075-57.8% | $74,583-75.6% | $62,891-71.1% |
| Participation rate | 48.0% | 58.1%-10.1pp | 68.1%-20.1pp | 69.3%-21.3pp |
| Annual return | 9.50% | 17.50%-8.0pp | 20.47%-11.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,217 | $2,389+118.3% | $3,458+50.9% | $3,203+62.9% |
| Admin fee / account holder | $5,011 | $2,840+76.4% | $4,138+21.1% | $4,296+16.6% |