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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 | $24,453 | $56,894-57.0% | $84,753-71.1% | $62,881-61.1% |
| Participation rate | 42.4% | 68.5%-26.1pp | 76.6%-34.2pp | 69.3%-26.9pp |
| Annual return | 5.13% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.0pp |
| Employer contribution / active EE | $228 | $2,400-90.5% | $3,574-93.6% | $2,281-90.0% |
| Participant deferral / active EE | $1,794 | $2,709-33.8% | $3,712-51.7% | $3,203-44.0% |
| Admin fee / account holder | $437 | $3,581-87.8% | $5,333-91.8% | $4,296-89.8% |