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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 | $32,283 | $41,377-22.0% | $109,313-70.5% | $62,881-48.7% |
| Participation rate | 39.5% | 57.5%-18.0pp | 71.3%-31.7pp | 69.3%-29.8pp |
| Annual return | 9.07% | 11.05%-2.0pp | 22.07%-13.0pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,026 | $2,045-49.8% | $3,166-67.6% | $3,203-68.0% |
| Admin fee / account holder | $2,455 | $2,884-14.9% | $5,666-56.7% | $4,296-42.8% |