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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 | $34,905 | $57,352-39.1% | $83,830-58.4% | $64,173-45.6% |
| Participation rate | 29.5% | 68.6%-39.1pp | 76.1%-46.6pp | 69.6%-40.1pp |
| Annual return | -2.51% | 11.38%-13.9pp | 850.97%-853.5pp | 7.63%-10.1pp |
| Employer contribution / active EE | $258 | $2,546-89.9% | $3,631-92.9% | $2,381-89.2% |
| Participant deferral / active EE | $2,195 | $2,993-26.7% | $4,082-46.2% | $3,470-36.7% |
| Admin fee / account holder | $419 | $4,046-89.7% | $5,479-92.4% | $4,887-91.4% |