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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 | $32,427 | $76,407-57.6% | $150,298-78.4% | $82,448-60.7% |
| Participation rate | 53.8% | 66.4%-12.6pp | 77.8%-23.9pp | 68.1%-14.2pp |
| Annual return | 25.87% | 39.99%-14.1pp | 62.79%-36.9pp | 41.64%-15.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,691 | $3,214+77.1% | $5,453+4.4% | $4,139+37.5% |
| Admin fee / account holder | $2,898 | $6,352-54.4% | $14,116-79.5% | $7,234-59.9% |