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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 | $26,666 | $48,076-44.5% | $78,693-66.1% | $62,891-57.6% |
| Participation rate | 22.7% | 65.2%-42.5pp | 73.6%-50.8pp | 69.3%-46.6pp |
| Annual return | 10.12% | 31.35%-21.2pp | 62.18%-52.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,311 | $2,588-49.3% | $3,517-62.7% | $3,203-59.1% |
| Admin fee / account holder | $10,549 | $3,207+228.9% | $4,511+133.9% | $4,296+145.6% |