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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 | $9,102 | $57,140-84.1% | $85,240-89.3% | $80,959-88.8% |
| Participation rate | 40.5% | 56.4%-15.9pp | 67.5%-27.0pp | 67.7%-27.1pp |
| Annual return | 14.41% | 21.71%-7.3pp | 66.75%-52.3pp | 35.67%-21.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,095 | $3,115-32.8% | $4,527-53.7% | $4,300-51.3% |
| Admin fee / account holder | $3,851 | $4,992-22.9% | $6,165-37.5% | $6,925-44.4% |