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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 | $18,892 | $62,672-69.9% | $185,117-89.8% | $70,126-73.1% |
| Participation rate | 36.4% | 63.8%-27.4pp | 77.3%-40.9pp | 69.5%-33.2pp |
| Annual return | 13.63% | 40.79%-27.2pp | 40.50%-26.9pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,918 | $3,272-41.4% | $5,045-62.0% | $3,332-42.4% |
| Admin fee / account holder | $1,089 | $3,932-72.3% | $8,159-86.7% | $4,645-76.6% |