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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 | $29,046 | $80,985-64.1% | $96,576-69.9% | $75,181-61.4% |
| Participation rate | 23.9% | 71.8%-47.9pp | 76.0%-52.1pp | 67.2%-43.3pp |
| Annual return | 20.93% | 27.05%-6.1pp | 25.87%-4.9pp | 160.69%-139.8pp |
| Employer contribution / active EE | $13 | $2,282-99.4% | $2,965-99.6% | $2,671-99.5% |
| Participant deferral / active EE | $2,459 | $3,929-37.4% | $4,851-49.3% | $4,126-40.4% |
| Admin fee / account holder | $17,248 | $6,719+156.7% | $8,253+109.0% | $5,650+205.3% |