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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 | $42,731 | $89,259-52.1% | $107,187-60.1% | $82,637-48.3% |
| Participation rate | 34.4% | 67.9%-33.6pp | 75.0%-40.6pp | 68.1%-33.7pp |
| Annual return | 18.27% | 21.02%-2.8pp | 204.55%-186.3pp | 53.51%-35.2pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,760 | $4,037-56.4% | $5,096-65.5% | $4,126-57.4% |
| Admin fee / account holder | $422 | $7,381-94.3% | $9,162-95.4% | $7,339-94.2% |