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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 | $21,109 | $39,132-46.1% | $57,196-63.1% | $62,881-66.4% |
| Participation rate | 38.3% | 70.5%-32.2pp | 75.3%-37.0pp | 69.3%-31.0pp |
| Annual return | 9.12% | 9.24%-0.1pp | 14.59%-5.5pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,115 | $2,374-53.1% | $3,096-64.0% | $3,203-65.2% |
| Admin fee / account holder | $8,010 | $2,594+208.8% | $3,141+155.0% | $4,296+86.5% |