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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 | $26,058 | $43,075-39.5% | $74,577-65.1% | $62,881-58.6% |
| Participation rate | 40.0% | 58.1%-18.1pp | 68.1%-28.1pp | 69.3%-29.3pp |
| Annual return | 7.05% | 17.50%-10.5pp | 20.47%-13.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $71 | $1,498-95.2% | $2,525-97.2% | $2,281-96.9% |
| Participant deferral / active EE | $756 | $2,389-68.4% | $3,458-78.2% | $3,203-76.4% |
| Admin fee / account holder | $578 | $2,840-79.7% | $4,138-86.0% | $4,296-86.6% |