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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 | $34,809 | $57,352-39.3% | $83,830-58.5% | $64,173-45.8% |
| Participation rate | 23.1% | 68.6%-45.5pp | 76.1%-53.1pp | 69.6%-46.5pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.97%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $442 | $2,546-82.6% | $3,631-87.8% | $2,381-81.4% |
| Participant deferral / active EE | $1,787 | $2,993-40.3% | $4,082-56.2% | $3,470-48.5% |
| Admin fee / account holder | $8,473 | $4,046+109.4% | $5,479+54.6% | $4,887+73.4% |