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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 | $30,143 | $78,013-61.4% | $178,449-83.1% | $80,911-62.7% |
| Participation rate | 38.5% | 65.7%-27.2pp | 77.1%-38.6pp | 67.6%-29.2pp |
| Annual return | 17.48% | 18.07%-0.6pp | 27.09%-9.6pp | 35.63%-18.2pp |
| Employer contribution / active EE | $25 | $2,287-98.9% | $3,951-99.4% | $2,756-99.1% |
| Participant deferral / active EE | $1,679 | $4,408-61.9% | $6,277-73.2% | $4,297-60.9% |
| Admin fee / account holder | $2,495 | $7,166-65.2% | $10,362-75.9% | $6,935-64.0% |