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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 | $88,183-60.1% | $107,187-67.1% | $71,012-50.4% |
| Participation rate | 29.9% | 67.5%-37.7pp | 75.0%-45.2pp | 58.6%-28.7pp |
| Annual return | 20.87% | 16.47%+4.4pp | 204.55%-183.7pp | 37.67%-16.8pp |
| Employer contribution / active EE | $385 | $3,914-90.2% | $3,782-89.8% | $2,348-83.6% |
| Participant deferral / active EE | $2,462 | $3,079-20.0% | $5,096-51.7% | $3,246-24.1% |
| Admin fee / account holder | $1,681 | $1,430+17.6% | $9,162-81.6% | $1,167+44.1% |