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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 | $30,836 | $84,236-63.4% | $170,435-81.9% | $70,126-56.0% |
| Participation rate | 31.6% | 70.8%-39.3pp | 83.6%-52.0pp | 69.5%-38.0pp |
| Annual return | 16.53% | 23.06%-6.5pp | 205.94%-189.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $289 | $3,387-91.5% | $5,432-94.7% | $2,343-87.7% |
| Participant deferral / active EE | $1,127 | $3,086-63.5% | $4,939-77.2% | $3,332-66.2% |
| Admin fee / account holder | $2,878 | $5,698-49.5% | $13,881-79.3% | $4,645-38.1% |