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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 | $35,788 | $48,364-26.0% | $71,796-50.2% | $62,881-43.1% |
| Participation rate | 57.4% | 60.6%-3.2pp | 69.1%-11.7pp | 69.3%-11.9pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $150 | $1,042-85.6% | $1,924-92.2% | $2,281-93.4% |
| Participant deferral / active EE | $1,891 | $2,091-9.6% | $2,794-32.3% | $3,203-41.0% |
| Admin fee / account holder | $930 | $3,771-75.3% | $4,815-80.7% | $4,296-78.3% |