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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 | $33,556 | $75,962-55.8% | $154,108-78.2% | $64,173-47.7% |
| Participation rate | 37.8% | 70.4%-32.6pp | 83.0%-45.3pp | 69.6%-31.8pp |
| Annual return | 6.51% | 30.32%-23.8pp | 735.21%-728.7pp | 7.63%-1.1pp |
| Employer contribution / active EE | $194 | $3,350-94.2% | $5,298-96.3% | $2,381-91.8% |
| Participant deferral / active EE | $1,106 | $3,175-65.2% | $5,081-78.2% | $3,470-68.1% |
| Admin fee / account holder | $2,073 | $5,589-62.9% | $13,411-84.5% | $4,887-57.6% |