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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 | $28,430 | $65,712-56.7% | $57,196-50.3% | $273,972-89.6% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | 6.15% | 22.01%-15.9pp | 14.59%-8.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,965 | $3,782-48.1% | $3,096-36.6% | $5,287-62.8% |
| Admin fee / account holder | $2,157 | $4,838-55.4% | $3,141-31.3% | $10,133-78.7% |