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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 | $29,153 | $37,446-22.1% | $77,513-62.4% | $79,852-63.5% |
| Participation rate | 28.3% | 41.5%-13.2pp | 54.2%-25.9pp | 69.6%-41.3pp |
| Annual return | 12.66% | 39.76%-27.1pp | 54.81%-42.1pp | 31.72%-19.1pp |
| Employer contribution / active EE | $27 | $637-95.8% | $987-97.3% | $2,471-98.9% |
| Participant deferral / active EE | $380 | $1,261-69.9% | $1,861-79.6% | $3,740-89.9% |
| Admin fee / account holder | $2,783 | $2,506+11.0% | $2,859-2.7% | $5,306-47.6% |