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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 | $77,962-61.3% | $178,540-83.1% | $80,935-62.8% |
| Participation rate | 38.5% | 65.7%-27.2pp | 77.1%-38.6pp | 67.7%-29.2pp |
| Annual return | 17.48% | 18.10%-0.6pp | 27.15%-9.7pp | 35.66%-18.2pp |
| Employer contribution / active EE | $25 | $2,280-98.9% | $3,953-99.4% | $2,757-99.1% |
| Participant deferral / active EE | $1,679 | $4,404-61.9% | $6,281-73.3% | $4,299-60.9% |
| Admin fee / account holder | $2,495 | $7,156-65.1% | $10,424-76.1% | $6,924-64.0% |