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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 | $38,266 | $65,027-41.2% | $90,970-57.9% | $79,852-52.1% |
| Participation rate | 47.3% | 61.6%-14.3pp | 69.0%-21.7pp | 69.6%-22.4pp |
| Annual return | 17.93% | 30.45%-12.5pp | 134.58%-116.7pp | 31.72%-13.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,842 | $2,512-26.7% | $3,373-45.4% | $3,740-50.8% |
| Admin fee / account holder | $388 | $4,535-91.4% | $5,960-93.5% | $5,306-92.7% |