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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 | $21,199 | $64,359-67.1% | $90,161-76.5% | $70,126-69.8% |
| Participation rate | 62.2% | 70.4%-8.2pp | 76.9%-14.7pp | 69.5%-7.3pp |
| Annual return | 29.48% | 28.13%+1.3pp | 34.89%-5.4pp | 73.15%-43.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,293 | $4,389+20.6% | $5,287+0.1% | $3,332+58.9% |
| Admin fee / account holder | $2,750 | $3,945-30.3% | $5,943-53.7% | $4,645-40.8% |