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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 | $30,991 | $48,011-35.4% | $63,803-51.4% | $82,637-62.5% |
| Participation rate | 40.0% | 66.6%-26.6pp | 72.7%-32.7pp | 68.1%-28.1pp |
| Annual return | 14.59% | 19.84%-5.3pp | 543.72%-529.1pp | 53.51%-38.9pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,478 | $2,846-12.9% | $3,843-35.5% | $4,126-39.9% |
| Admin fee / account holder | $2,414 | $3,873-37.7% | $5,196-53.6% | $7,339-67.1% |