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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 | $23,159 | $53,774-56.9% | $134,162-82.7% | $79,852-71.0% |
| Participation rate | 41.6% | 58.8%-17.2pp | 72.2%-30.6pp | 69.6%-28.1pp |
| Annual return | 17.05% | 19.01%-2.0pp | 36.35%-19.3pp | 31.72%-14.7pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,475 | $2,420-39.0% | $3,500-57.8% | $3,740-60.6% |
| Admin fee / account holder | $956 | $3,985-76.0% | $6,685-85.7% | $5,306-82.0% |