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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 | $22,907 | $72,273-68.3% | $101,275-77.4% | $79,856-71.3% |
| Participation rate | 33.3% | 68.5%-35.1pp | 75.8%-42.5pp | 69.6%-36.3pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.48%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $266 | $2,691-90.1% | $3,660-92.7% | $2,471-89.2% |
| Participant deferral / active EE | $1,772 | $3,282-46.0% | $4,371-59.5% | $3,741-52.6% |
| Admin fee / account holder | $3,769 | $4,401-14.4% | $5,948-36.6% | $5,306-29.0% |