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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 | $12,035 | $40,275-70.1% | $57,356-79.0% | $59,633-79.8% |
| Participation rate | 61.4% | 69.1%-7.7pp | 75.1%-13.7pp | 68.7%-7.2pp |
| Annual return | 0.10% | 27.52%-27.4pp | 24.41%-24.3pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $222 | $1,921-88.5% | $2,689-91.8% | $2,203-89.9% |
| Participant deferral / active EE | $1,402 | $2,400-41.6% | $3,162-55.6% | $3,192-56.1% |
| Admin fee / account holder | $993 | $2,820-64.8% | $3,357-70.4% | $4,297-76.9% |