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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 | $39,967 | $48,364-17.4% | $71,796-44.3% | $62,881-36.4% |
| Participation rate | 21.7% | 60.6%-38.9pp | 69.1%-47.4pp | 69.3%-47.6pp |
| Annual return | 6.90% | 13.16%-6.3pp | 78.04%-71.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $165 | $1,042-84.2% | $1,924-91.4% | $2,281-92.8% |
| Participant deferral / active EE | $964 | $2,091-53.9% | $2,794-65.5% | $3,203-69.9% |
| Admin fee / account holder | $516 | $3,771-86.3% | $4,815-89.3% | $4,296-88.0% |