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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 | $23,610 | $81,487-71.0% | $102,412-76.9% | $80,935-70.8% |
| Participation rate | 19.2% | 66.8%-47.6pp | 74.5%-55.3pp | 67.7%-48.4pp |
| Annual return | 11.03% | 25.60%-14.6pp | 24.94%-13.9pp | 35.66%-24.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,750 | $3,871-29.0% | $5,060-45.7% | $4,299-36.0% |
| Admin fee / account holder | $891 | $6,717-86.7% | $8,388-89.4% | $6,924-87.1% |