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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 | $20,293 | $45,041-54.9% | $63,003-67.8% | $70,131-71.1% |
| Participation rate | 33.3% | 69.5%-36.2pp | 74.8%-41.5pp | 69.5%-36.2pp |
| Annual return | 14.79% | 18.76%-4.0pp | 87.59%-72.8pp | 73.14%-58.4pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,437 | $2,465-41.7% | $3,329-56.8% | $3,332-56.9% |
| Admin fee / account holder | $7,348 | $2,836+159.1% | $3,600+104.1% | $4,645+58.2% |