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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 | $31,143 | $52,580-40.8% | $71,671-56.5% | $70,126-55.6% |
| Participation rate | 45.7% | 60.9%-15.2pp | 68.7%-23.0pp | 69.5%-23.8pp |
| Annual return | 16.72% | 20.25%-3.5pp | 20.65%-3.9pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,565 | $2,386-34.4% | $3,438-54.5% | $3,332-53.0% |
| Admin fee / account holder | $1,503 | $3,653-58.8% | $5,558-73.0% | $4,645-67.6% |