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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 | $23,366 | $39,132-40.3% | $57,196-59.1% | $62,881-62.8% |
| Participation rate | 61.3% | 70.5%-9.2pp | 75.3%-14.0pp | 69.3%-8.0pp |
| Annual return | 7.20% | 9.24%-2.0pp | 14.59%-7.4pp | 20.14%-12.9pp |
| Employer contribution / active EE | $360 | $1,874-80.8% | $2,683-86.6% | $2,281-84.2% |
| Participant deferral / active EE | $1,950 | $2,374-17.9% | $3,096-37.0% | $3,203-39.1% |
| Admin fee / account holder | $1,231 | $2,594-52.6% | $3,141-60.8% | $4,296-71.4% |