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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 | $29,168 | $58,828-50.4% | $78,002-62.6% | $62,881-53.6% |
| Participation rate | 38.2% | 71.1%-32.9pp | 75.5%-37.3pp | 69.3%-31.1pp |
| Annual return | 7.03% | 17.16%-10.1pp | 425.99%-419.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $66 | $1,672-96.1% | $2,470-97.3% | $2,281-97.1% |
| Participant deferral / active EE | $1,249 | $2,686-53.5% | $3,497-64.3% | $3,203-61.0% |
| Admin fee / account holder | $1,127 | $4,393-74.3% | $5,481-79.4% | $4,296-73.8% |