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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 | $33,159 | $84,953-61.0% | $163,379-79.7% | $82,637-59.9% |
| Participation rate | 30.0% | 65.9%-35.9pp | 76.8%-46.8pp | 68.1%-38.1pp |
| Annual return | 13.28% | 23.07%-9.8pp | 63.41%-50.1pp | 53.51%-40.2pp |
| Employer contribution / active EE | $190 | $2,183-91.3% | $3,752-94.9% | $2,552-92.6% |
| Participant deferral / active EE | $1,676 | $4,326-61.3% | $6,282-73.3% | $4,126-59.4% |
| Admin fee / account holder | $4,903 | $7,921-38.1% | $9,818-50.1% | $7,339-33.2% |