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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 | $19,087 | $99,345-80.8% | $84,753-77.5% | $273,972-93.0% |
| Participation rate | 41.7% | 80.7%-39.0pp | 76.6%-34.9pp | 83.0%-41.3pp |
| Annual return | 4.08% | 22.93%-18.9pp | 22.78%-18.7pp | 41.46%-37.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,631 | $4,270-61.8% | $3,712-56.1% | $5,287-69.1% |
| Admin fee / account holder | $982 | $6,645-85.2% | $5,333-81.6% | $10,133-90.3% |