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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 | $22,716 | $50,947-55.4% | $74,549-69.5% | $64,173-64.6% |
| Participation rate | 28.9% | 61.1%-32.1pp | 69.1%-40.2pp | 69.6%-40.6pp |
| Annual return | 37.59% | -1.85%+39.4pp | 32.53%+5.1pp | 7.63%+30.0pp |
| Employer contribution / active EE | $6 | $1,115-99.5% | $1,961-99.7% | $2,381-99.8% |
| Participant deferral / active EE | $1,107 | $2,302-51.9% | $3,108-64.4% | $3,470-68.1% |
| Admin fee / account holder | $335 | $4,221-92.1% | $5,059-93.4% | $4,887-93.1% |