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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 | $22,114 | $63,773-65.3% | $81,286-72.8% | $80,925-72.7% |
| Participation rate | 51.2% | 63.9%-12.8pp | 69.5%-18.4pp | 67.7%-16.5pp |
| Annual return | 11.16% | 16.37%-5.2pp | 24.80%-13.6pp | 35.65%-24.5pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,639 | $3,093-14.7% | $3,883-32.0% | $4,299-38.6% |
| Admin fee / account holder | $2,317 | $5,682-59.2% | $5,764-59.8% | $6,940-66.6% |