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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 | $38,476 | $62,177-38.1% | $81,370-52.7% | $74,478-48.3% |
| Participation rate | 40.9% | 64.1%-23.2pp | 69.5%-28.6pp | 67.2%-26.3pp |
| Annual return | 16.02% | 16.62%-0.6pp | 24.85%-8.8pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $329 | $1,881-82.5% | $2,464-86.7% | $2,626-87.5% |
| Participant deferral / active EE | $2,191 | $3,219-31.9% | $3,885-43.6% | $4,350-49.6% |
| Admin fee / account holder | $364 | $1,927-81.1% | $5,749-93.7% | $1,946-81.3% |