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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 | $40,082 | $81,334-50.7% | $113,397-64.7% | $64,097-37.5% |
| Participation rate | 26.2% | 65.6%-39.4pp | 76.5%-50.3pp | 55.2%-29.0pp |
| Annual return | 16.26% | 32.50%-16.2pp | 23.20%-6.9pp | 34.64%-18.4pp |
| Employer contribution / active EE | $0 | $2,077-100.0% | $2,977-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,681 | $3,795-55.7% | $5,076-66.9% | $3,080-45.4% |
| Admin fee / account holder | $727 | $4,208-82.7% | $11,957-93.9% | $3,454-79.0% |