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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 | $35,216 | $92,224-61.8% | $105,223-66.5% | $79,634-55.8% |
| Participation rate | 29.9% | 69.2%-39.3pp | 75.0%-45.2pp | 62.5%-32.6pp |
| Annual return | 20.87% | 88.65%-67.8pp | 180.65%-159.8pp | 36.46%-15.6pp |
| Employer contribution / active EE | $385 | $3,965-90.3% | $3,689-89.6% | $2,529-84.8% |
| Participant deferral / active EE | $2,462 | $3,834-35.8% | $5,072-51.4% | $3,835-35.8% |
| Admin fee / account holder | $1,681 | $1,121+50.0% | $8,859-81.0% | $1,002+67.8% |