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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 | $27,274 | $45,079-39.5% | $69,461-60.7% | $72,983-62.6% |
| Participation rate | 23.1% | 68.5%-45.4pp | 74.6%-51.5pp | 69.5%-46.4pp |
| Annual return | 21.62% | 22.65%-1.0pp | 28.97%-7.4pp | 81.01%-59.4pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,392 | $2,603-46.5% | $3,536-60.6% | $3,608-61.4% |
| Admin fee / account holder | $1,845 | $3,056-39.6% | $3,840-51.9% | $5,124-64.0% |