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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 | $41,621 | $48,327-13.9% | $67,575-38.4% | $80,935-48.6% |
| Participation rate | 57.7% | 66.4%-8.7pp | 72.9%-15.2pp | 67.7%-10.0pp |
| Annual return | 16.75% | 18.31%-1.6pp | 3528.98%-3512.2pp | 35.66%-18.9pp |
| Employer contribution / active EE | $182 | $2,022-91.0% | $2,736-93.4% | $2,757-93.4% |
| Participant deferral / active EE | $1,071 | $2,927-63.4% | $4,003-73.2% | $4,299-75.1% |
| Admin fee / account holder | $723 | $3,692-80.4% | $3,993-81.9% | $6,924-89.6% |