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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 | $23,263 | $57,057-59.2% | $85,009-72.6% | $80,874-71.2% |
| Participation rate | 37.3% | 56.4%-19.1pp | 67.5%-30.2pp | 67.6%-30.4pp |
| Annual return | 28.78% | 21.66%+7.1pp | 66.47%-37.7pp | 35.62%-6.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,093 | $3,112+31.6% | $4,522-9.5% | $4,297-4.7% |
| Admin fee / account holder | $2,205 | $4,986-55.8% | $6,153-64.2% | $6,935-68.2% |