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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 | $22,925 | $35,183-34.8% | $73,550-68.8% | $70,126-67.3% |
| Participation rate | 25.6% | 42.9%-17.3pp | 54.9%-29.3pp | 69.5%-43.9pp |
| Annual return | 19.76% | 26.90%-7.1pp | -15.16%+34.9pp | 73.15%-53.4pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $613 | $1,220-49.8% | $1,804-66.0% | $3,332-81.6% |
| Admin fee / account holder | $2,226 | $2,302-3.3% | $2,320-4.0% | $4,645-52.1% |