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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 | $34,402 | $39,028-11.9% | $80,741-57.4% | $85,847-59.9% |
| Participation rate | 40.3% | 41.6%-1.3pp | 54.2%-13.9pp | 69.3%-29.0pp |
| Annual return | 27.59% | 26.31%+1.3pp | 87.30%-59.7pp | 318.61%-291.0pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $836 | $1,326-36.9% | $2,145-61.0% | $3,952-78.8% |
| Admin fee / account holder | $865 | $2,429-64.4% | $3,380-74.4% | $6,261-86.2% |