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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 | $35,206 | $47,479-25.9% | $62,929-44.1% | $82,448-57.3% |
| Participation rate | 26.4% | 66.9%-40.4pp | 73.1%-46.7pp | 68.1%-41.6pp |
| Annual return | 14.94% | 20.34%-5.4pp | 1063.93%-1049.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $147 | $1,885-92.2% | $2,505-94.1% | $2,551-94.2% |
| Participant deferral / active EE | $1,357 | $2,870-52.7% | $3,888-65.1% | $4,139-67.2% |
| Admin fee / account holder | $2,848 | $3,804-25.1% | $5,065-43.8% | $7,234-60.6% |