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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 | $26,806 | $76,407-64.9% | $150,298-82.2% | $82,448-67.5% |
| Participation rate | 29.6% | 66.4%-36.8pp | 77.8%-48.1pp | 68.1%-38.4pp |
| Annual return | 19.93% | 39.99%-20.1pp | 62.79%-42.9pp | 41.64%-21.7pp |
| Employer contribution / active EE | $28 | $2,614-98.9% | $4,154-99.3% | $2,551-98.9% |
| Participant deferral / active EE | $2,839 | $3,214-11.7% | $5,453-47.9% | $4,139-31.4% |
| Admin fee / account holder | $3,939 | $6,352-38.0% | $14,116-72.1% | $7,234-45.6% |