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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 | $34,138 | $34,316-0.5% | $74,723-54.3% | $72,976-53.2% |
| Participation rate | 28.4% | 42.4%-14.0pp | 54.5%-26.1pp | 69.5%-41.1pp |
| Annual return | 20.06% | 26.58%-6.5pp | 753.18%-733.1pp | 81.02%-61.0pp |
| Employer contribution / active EE | $89 | $692-87.1% | $1,084-91.8% | $2,440-96.3% |
| Participant deferral / active EE | $542 | $1,272-57.4% | $1,962-72.4% | $3,608-85.0% |
| Admin fee / account holder | $3,937 | $2,125+85.3% | $3,335+18.1% | $5,124-23.2% |