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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 | $19,233 | $48,364-60.2% | $71,796-73.2% | $62,881-69.4% |
| Participation rate | 30.0% | 60.6%-30.6pp | 69.1%-39.1pp | 69.3%-39.3pp |
| Annual return | 7.78% | 13.16%-5.4pp | 78.04%-70.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,113 | $2,091-46.8% | $2,794-60.2% | $3,203-65.3% |
| Admin fee / account holder | $434 | $3,771-88.5% | $4,815-91.0% | $4,296-89.9% |