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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 | $32,453 | $81,487-60.2% | $102,412-68.3% | $80,935-59.9% |
| Participation rate | 41.2% | 66.8%-25.7pp | 74.5%-33.3pp | 67.7%-26.5pp |
| Annual return | 13.44% | 25.60%-12.2pp | 24.94%-11.5pp | 35.66%-22.2pp |
| Employer contribution / active EE | $83 | $3,103-97.3% | $3,870-97.8% | $2,757-97.0% |
| Participant deferral / active EE | $2,087 | $3,871-46.1% | $5,060-58.8% | $4,299-51.5% |
| Admin fee / account holder | $906 | $6,717-86.5% | $8,388-89.2% | $6,924-86.9% |