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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 | $36,496 | $91,198-60.0% | $178,503-79.6% | $79,856-54.3% |
| Participation rate | 30.3% | 69.2%-38.9pp | 81.9%-51.6pp | 69.6%-39.3pp |
| Annual return | 16.17% | 24.20%-8.0pp | 151.12%-134.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $306 | $3,257-90.6% | $5,011-93.9% | $2,471-87.6% |
| Participant deferral / active EE | $1,075 | $3,237-66.8% | $5,202-79.3% | $3,741-71.2% |
| Admin fee / account holder | $350 | $6,748-94.8% | $13,987-97.5% | $5,306-93.4% |