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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 | $29,417 | $72,012-59.2% | $185,827-84.2% | $79,858-63.2% |
| Participation rate | 36.3% | 65.8%-29.5pp | 78.0%-41.8pp | 69.6%-33.4pp |
| Annual return | 17.62% | 23.12%-5.5pp | 35.96%-18.3pp | 31.72%-14.1pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,357 | $3,779-37.6% | $5,633-58.2% | $3,740-37.0% |
| Admin fee / account holder | $2,319 | $4,513-48.6% | $9,502-75.6% | $5,306-56.3% |