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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 | $62,166-38.1% | $81,286-52.7% | $74,429-48.3% |
| Participation rate | 40.9% | 64.1%-23.1pp | 69.5%-28.6pp | 67.2%-26.3pp |
| Annual return | 16.02% | 16.50%-0.5pp | 24.80%-8.8pp | 1368.38%-1352.4pp |
| Employer contribution / active EE | $329 | $1,881-82.5% | $2,463-86.7% | $2,625-87.5% |
| Participant deferral / active EE | $2,191 | $3,223-32.0% | $3,883-43.6% | $4,348-49.6% |
| Admin fee / account holder | $364 | $1,925-81.1% | $5,764-93.7% | $1,944-81.3% |