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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 | $34,190 | $58,099-41.2% | $76,872-55.5% | $75,173-54.5% |
| Participation rate | 38.8% | 63.9%-25.1pp | 69.6%-30.8pp | 67.2%-28.4pp |
| Annual return | 23.31% | 26.71%-3.4pp | 37.90%-14.6pp | 160.72%-137.4pp |
| Employer contribution / active EE | $203 | $1,996-89.8% | $2,533-92.0% | $2,671-92.4% |
| Participant deferral / active EE | $2,026 | $2,999-32.4% | $3,832-47.1% | $4,126-50.9% |
| Admin fee / account holder | $426 | $4,778-91.1% | $5,476-92.2% | $5,651-92.5% |