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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 | $30,892 | $80,332-61.5% | $107,187-71.2% | $64,097-51.8% |
| Participation rate | 35.8% | 54.4%-18.7pp | 75.0%-39.3pp | 55.2%-19.4pp |
| Annual return | 18.23% | 24.26%-6.0pp | 204.55%-186.3pp | 34.64%-16.4pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,065 | $3,109-33.6% | $5,096-59.5% | $3,080-32.9% |
| Admin fee / account holder | $2,507 | $4,314-41.9% | $9,162-72.6% | $3,454-27.4% |