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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 | $18,179 | $46,599-61.0% | $64,101-71.6% | $75,173-75.8% |
| Participation rate | 35.9% | 65.9%-30.0pp | 72.3%-36.4pp | 67.2%-31.3pp |
| Annual return | 15.29% | 26.06%-10.8pp | 33.72%-18.4pp | 160.72%-145.4pp |
| Employer contribution / active EE | $3 | $1,975-99.8% | $2,749-99.9% | $2,671-99.9% |
| Participant deferral / active EE | $2,046 | $2,837-27.9% | $3,881-47.3% | $4,126-50.4% |
| Admin fee / account holder | $1,477 | $2,956-50.0% | $3,070-51.9% | $5,651-73.9% |