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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 | $52,669 | $99,345-47.0% | $84,753-37.9% | $273,972-80.8% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | 3.75% | 22.93%-19.2pp | 22.78%-19.0pp | 41.46%-37.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,282 | $4,270-70.0% | $3,712-65.5% | $5,287-75.7% |
| Admin fee / account holder | $2,918 | $6,645-56.1% | $5,333-45.3% | $10,133-71.2% |