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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 | $26,338 | $81,504-67.7% | $102,437-74.3% | $80,959-67.5% |
| Participation rate | 47.8% | 66.9%-19.0pp | 74.5%-26.7pp | 67.7%-19.8pp |
| Annual return | 12.33% | 25.60%-13.3pp | 24.95%-12.6pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,219 | $3,871-42.7% | $5,060-56.1% | $4,300-48.4% |
| Admin fee / account holder | $1,114 | $6,719-83.4% | $8,388-86.7% | $6,925-83.9% |