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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 | $12,835 | $43,075-70.2% | $74,577-82.8% | $62,881-79.6% |
| Participation rate | 17.9% | 58.1%-40.1pp | 68.1%-50.2pp | 69.3%-51.4pp |
| Annual return | 7.42% | 17.50%-10.1pp | 20.47%-13.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,173 | $2,389-50.9% | $3,458-66.1% | $3,203-63.4% |
| Admin fee / account holder | $1,617 | $2,840-43.0% | $4,138-60.9% | $4,296-62.3% |