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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 | $38,367 | $48,364-20.7% | $71,796-46.6% | $62,881-39.0% |
| Participation rate | 52.8% | 60.6%-7.8pp | 69.1%-16.3pp | 69.3%-16.5pp |
| Annual return | 10.08% | 13.16%-3.1pp | 78.04%-68.0pp | 20.14%-10.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,111 | $2,091+1.0% | $2,794-24.4% | $3,203-34.1% |
| Admin fee / account holder | $2,541 | $3,771-32.6% | $4,815-47.2% | $4,296-40.8% |