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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 | $34,983 | $65,027-46.2% | $90,970-61.5% | $79,852-56.2% |
| Participation rate | 39.1% | 61.6%-22.5pp | 69.0%-29.9pp | 69.6%-30.5pp |
| Annual return | 21.67% | 30.45%-8.8pp | 134.58%-112.9pp | 31.72%-10.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,970 | $2,512-21.6% | $3,373-41.6% | $3,740-47.3% |
| Admin fee / account holder | $7,254 | $4,535+59.9% | $5,960+21.7% | $5,306+36.7% |