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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 | $21,386 | $39,132-45.3% | $57,196-62.6% | $62,881-66.0% |
| Participation rate | 32.0% | 70.5%-38.5pp | 75.3%-43.3pp | 69.3%-37.3pp |
| Annual return | 5.82% | 9.24%-3.4pp | 14.59%-8.8pp | 20.14%-14.3pp |
| Employer contribution / active EE | $134 | $1,874-92.9% | $2,683-95.0% | $2,281-94.1% |
| Participant deferral / active EE | $1,042 | $2,374-56.1% | $3,096-66.4% | $3,203-67.5% |
| Admin fee / account holder | $1,055 | $2,594-59.3% | $3,141-66.4% | $4,296-75.4% |