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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 | $29,329 | $39,028-24.9% | $80,741-63.7% | $85,847-65.8% |
| Participation rate | 41.0% | 41.6%-0.5pp | 54.2%-13.1pp | 69.3%-28.3pp |
| Annual return | 14.66% | 26.31%-11.6pp | 87.30%-72.6pp | 318.61%-303.9pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $585 | $1,326-55.9% | $2,145-72.7% | $3,952-85.2% |
| Admin fee / account holder | $2,327 | $2,429-4.2% | $3,380-31.2% | $6,261-62.8% |