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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 | $45,400 | $48,011-5.4% | $63,803-28.8% | $82,637-45.1% |
| Participation rate | 35.7% | 66.6%-30.9pp | 72.7%-37.0pp | 68.1%-32.3pp |
| Annual return | 13.12% | 19.84%-6.7pp | 543.72%-530.6pp | 53.51%-40.4pp |
| Employer contribution / active EE | $276 | $1,904-85.5% | $2,532-89.1% | $2,552-89.2% |
| Participant deferral / active EE | $2,359 | $2,846-17.1% | $3,843-38.6% | $4,126-42.8% |
| Admin fee / account holder | $409 | $3,873-89.4% | $5,196-92.1% | $7,339-94.4% |