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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 | $20,783 | $40,275-48.4% | $57,356-63.8% | $59,633-65.1% |
| Participation rate | 31.3% | 69.1%-37.9pp | 75.1%-43.8pp | 68.7%-37.4pp |
| Annual return | 0.14% | 27.52%-27.4pp | 24.41%-24.3pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $176 | $1,921-90.8% | $2,689-93.5% | $2,203-92.0% |
| Participant deferral / active EE | $1,553 | $2,400-35.3% | $3,162-50.9% | $3,192-51.3% |
| Admin fee / account holder | $7,174 | $2,820+154.3% | $3,357+113.7% | $4,297+66.9% |