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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 | $32,238 | $54,541-40.9% | $78,778-59.1% | $70,126-54.0% |
| Participation rate | 60.4% | 60.8%-0.4pp | 69.2%-8.8pp | 69.5%-9.2pp |
| Annual return | 16.51% | 21.07%-4.6pp | 35.62%-19.1pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,436 | $2,210+55.5% | $2,958+16.1% | $3,332+3.1% |
| Admin fee / account holder | $2,522 | $3,709-32.0% | $5,134-50.9% | $4,645-45.7% |