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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 | $14,695 | $39,132-62.4% | $57,196-74.3% | $62,881-76.6% |
| Participation rate | 27.8% | 70.5%-42.7pp | 75.3%-47.6pp | 69.3%-41.5pp |
| Annual return | 9.98% | 9.24%+0.7pp | 14.59%-4.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,520 | $2,374-36.0% | $3,096-50.9% | $3,203-52.5% |
| Admin fee / account holder | $567 | $2,594-78.1% | $3,141-81.9% | $4,296-86.8% |