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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 | $37,103 | $76,407-51.4% | $150,298-75.3% | $82,448-55.0% |
| Participation rate | 9.5% | 66.4%-56.9pp | 77.8%-68.2pp | 68.1%-58.5pp |
| Annual return | 16.64% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,103 | $3,214-65.7% | $5,453-79.8% | $4,139-73.4% |
| Admin fee / account holder | $5,715 | $6,352-10.0% | $14,116-59.5% | $7,234-21.0% |