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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 | $31,844 | $53,841-40.9% | $75,731-58.0% | $85,851-62.9% |
| Participation rate | 46.3% | 69.0%-22.7pp | 74.8%-28.5pp | 69.3%-23.0pp |
| Annual return | 17.97% | 24.54%-6.6pp | 104.65%-86.7pp | 318.63%-300.7pp |
| Employer contribution / active EE | $82 | $2,017-95.9% | $2,743-97.0% | $2,565-96.8% |
| Participant deferral / active EE | $1,171 | $2,895-59.6% | $3,820-69.4% | $3,952-70.4% |
| Admin fee / account holder | $748 | $3,340-77.6% | $3,620-79.3% | $6,261-88.1% |