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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 | $36,248 | $65,034-44.3% | $90,970-60.2% | $79,856-54.6% |
| Participation rate | 51.2% | 61.6%-10.5pp | 69.0%-17.9pp | 69.6%-18.5pp |
| Annual return | 14.01% | 30.45%-16.4pp | 134.60%-120.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,660 | $2,512+5.9% | $3,373-21.1% | $3,741-28.9% |
| Admin fee / account holder | $6,995 | $4,536+54.2% | $5,961+17.4% | $5,306+31.8% |