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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 | $40,193 | $62,177-35.4% | $81,370-50.6% | $74,478-46.0% |
| Participation rate | 28.9% | 64.1%-35.2pp | 69.5%-40.6pp | 67.2%-38.3pp |
| Annual return | 13.79% | 16.62%-2.8pp | 24.85%-11.1pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,520 | $3,219-52.8% | $3,885-60.9% | $4,350-65.0% |
| Admin fee / account holder | $1,950 | $1,927+1.2% | $5,749-66.1% | $1,946+0.2% |