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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 | $29,416 | $84,236-65.1% | $170,435-82.7% | $70,126-58.1% |
| Participation rate | 42.9% | 70.8%-28.0pp | 83.6%-40.7pp | 69.5%-26.7pp |
| Annual return | 16.28% | 23.06%-6.8pp | 205.94%-189.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $239 | $3,387-93.0% | $5,432-95.6% | $2,343-89.8% |
| Participant deferral / active EE | $931 | $3,086-69.8% | $4,939-81.1% | $3,332-72.0% |
| Admin fee / account holder | $928 | $5,698-83.7% | $13,881-93.3% | $4,645-80.0% |