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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 | $56,238 | $60,349-6.8% | $74,184-24.2% | $62,881-10.6% |
| Participation rate | 41.7% | 72.7%-31.1pp | 76.6%-35.0pp | 69.3%-27.6pp |
| Annual return | 6.16% | 21.38%-15.2pp | 17.74%-11.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,957 | $2,856-31.5% | $3,550-44.9% | $3,203-38.9% |
| Admin fee / account holder | $25,087 | $4,261+488.8% | $5,586+349.1% | $4,296+484.0% |