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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 | $27,113 | $71,353-62.0% | $92,805-70.8% | $86,983-68.8% |
| Participation rate | 58.0% | 80.9%-22.9pp | 83.5%-25.5pp | 69.5%-11.5pp |
| Annual return | 19.32% | 44.68%-25.4pp | 31.59%-12.3pp | 25.83%-6.5pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,344 | $6,966-37.6% | $8,448-48.6% | $4,194+3.6% |
| Admin fee / account holder | $2,618 | $6,099-57.1% | $10,911-76.0% | $7,856-66.7% |