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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 | $35,218 | $29,051+21.2% | $52,425-32.8% | $67,986-48.2% |
| Participation rate | 10.3% | 30.4%-20.1pp | 55.6%-45.3pp | 57.2%-46.9pp |
| Annual return | 17.28% | 24.00%-6.7pp | 302.12%-284.8pp | 31.67%-14.4pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $646 | $873-26.0% | $1,790-63.9% | $3,358-80.7% |
| Admin fee / account holder | $831 | $2,113-60.7% | $2,495-66.7% | $3,203-74.1% |