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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 | $23,232 | $56,894-59.2% | $84,753-72.6% | $62,881-63.1% |
| Participation rate | 36.8% | 68.5%-31.7pp | 76.6%-39.8pp | 69.3%-32.5pp |
| Annual return | 5.69% | 6.30%-0.6pp | 22.78%-17.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,401 | $2,709-11.4% | $3,712-35.3% | $3,203-25.0% |
| Admin fee / account holder | $1,159 | $3,581-67.6% | $5,333-78.3% | $4,296-73.0% |