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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 | $29,878 | $48,364-38.2% | $71,796-58.4% | $62,881-52.5% |
| Participation rate | 38.3% | 60.6%-22.3pp | 69.1%-30.8pp | 69.3%-31.0pp |
| Annual return | 10.23% | 13.16%-2.9pp | 78.04%-67.8pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,165 | $2,091-44.3% | $2,794-58.3% | $3,203-63.6% |
| Admin fee / account holder | $892 | $3,771-76.3% | $4,815-81.5% | $4,296-79.2% |