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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 | $39,630 | $67,602-41.4% | $82,312-51.9% | $70,126-43.5% |
| Participation rate | 42.1% | 72.8%-30.7pp | 76.9%-34.8pp | 69.5%-27.4pp |
| Annual return | 19.37% | 21.57%-2.2pp | 25.88%-6.5pp | 73.15%-53.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,832 | $2,987+28.3% | $3,706+3.4% | $3,332+15.0% |
| Admin fee / account holder | $1,471 | $4,512-67.4% | $5,608-73.8% | $4,645-68.3% |