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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 | $39,254 | $81,487-51.8% | $102,412-61.7% | $80,935-51.5% |
| Participation rate | 40.3% | 66.8%-26.5pp | 74.5%-34.2pp | 67.7%-27.4pp |
| Annual return | 16.49% | 25.60%-9.1pp | 24.94%-8.5pp | 35.66%-19.2pp |
| Employer contribution / active EE | $95 | $3,103-96.9% | $3,870-97.5% | $2,757-96.6% |
| Participant deferral / active EE | $1,901 | $3,871-50.9% | $5,060-62.4% | $4,299-55.8% |
| Admin fee / account holder | $16,490 | $6,717+145.5% | $8,388+96.6% | $6,924+138.1% |