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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 | $39,109 | $50,082-21.9% | $93,515-58.2% | $79,856-51.0% |
| Participation rate | 34.5% | 60.9%-26.4pp | 66.8%-32.3pp | 69.6%-35.1pp |
| Annual return | 11.35% | 24.59%-13.2pp | 78.21%-66.9pp | 31.71%-20.4pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,077-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,523 | $2,212-31.1% | $3,129-51.3% | $3,741-59.3% |
| Admin fee / account holder | $939 | $3,454-72.8% | $5,235-82.1% | $5,306-82.3% |