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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 | $23,131 | $62,672-63.1% | $185,117-87.5% | $70,126-67.0% |
| Participation rate | 55.2% | 63.8%-8.6pp | 77.3%-22.1pp | 69.5%-14.4pp |
| Annual return | 16.98% | 40.79%-23.8pp | 40.50%-23.5pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,442 | $3,272-25.3% | $5,045-51.6% | $3,332-26.7% |
| Admin fee / account holder | $1,939 | $3,932-50.7% | $8,159-76.2% | $4,645-58.3% |