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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 | $38,829 | $46,534-16.6% | $64,097-39.4% | $75,177-48.4% |
| Participation rate | 41.2% | 65.9%-24.8pp | 72.3%-31.1pp | 67.2%-26.0pp |
| Annual return | 19.36% | 26.07%-6.7pp | 33.75%-14.4pp | 160.75%-141.4pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,534 | $2,835-45.9% | $3,881-60.5% | $4,126-62.8% |
| Admin fee / account holder | $446 | $2,957-84.9% | $3,070-85.5% | $5,651-92.1% |