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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 | $29,471 | $105,623-72.1% | $87,502-66.3% | $273,972-89.2% |
| Participation rate | 47.1% | 78.2%-31.1pp | 73.8%-26.8pp | 83.0%-36.0pp |
| Annual return | 5.98% | 12.26%-6.3pp | 12.21%-6.2pp | 41.46%-35.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,404 | $3,601-33.2% | $3,149-23.6% | $5,287-54.5% |
| Admin fee / account holder | $1,294 | $4,781-72.9% | $4,221-69.3% | $10,133-87.2% |